Antonio Gallman

Associate Analyst at LPL Financial

Role: Associate Analyst at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Antonio Gallman

Results-driven, dynamic, Analyst with broad knowledge of investment products, services…

Experience

Associate Analyst
LPL Financial
Jan 2018 — Present · Fort Mill, SC, US
Collaborate with LPL Financial Advisors, Third Party Service Providers and Retirement Partners Consultants on any concerns or inquiries for payments regarding the Retirement Planning Consulting Program.Interpret and create procedures to improve accuracy and efficiency regarding payments and paperwork for the Program.Research and analyze departmental data for all payments and metrics for the Retirement Planning Consulting Program. Create and manage several databases within the Client Compensation Department concerning advisor payment data.Create and manage several dashboards concerning metrics, revenue, and communication data for the Retirement Planning Consultant Program within the Client Compensation Department.

Education

Winthrop University
Bachelors
2006 — 2010
Winthrop University
Master of Business Administration (M.B.A.)
2010 — 2012

Skills

Microsoft Office
Powerpoint
Microsoft Excel
Team Building
Retirement
Iras

Contact information

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Work email
•••••@lpl.com
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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

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