Brandon Lawrence

Customer centric technical analyst

Role: Transition Support Partner at LPL Financial
Location: Escondido, CA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Transition Support Partner
LPL Financial
Oct 2023 — Present
Lead advisor transition and readiness through delivering webinars and small group presentations. Ensure new clients are comfortable with our software solution prior to and through go-live date. Drive client software adoption metrics. Provide post-transition support until handoff to new client support team.

Education

Independence High School
High School Diploma
Mt. San Antonio College
Associate of Science (AS), Aeronautics/Aviation/Aerospace Science and Technology, General
2012 — 2014
Embry-Riddle Aeronautical University
Aeronautics/Aviation/Aerospace Science and Technology, General
2012 — 2015

Skills

Microsoft Office
Aviation
Aircraft
Flights
Microsoft Excel
Aeronautics
Powerpoint
Microsoft Word

Contact information

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Work email
b••••••••@lpl.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••88

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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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Experience

Transition Support Partner

Education

Independence High School

Mt. San Antonio College

Embry-Riddle Aeronautical University

Skills

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