Cameron Cummings

Senior Vice President at LPL Financial

Role
Senior Vice President Wealth Management Insights & Analytics at LPL Financial
Location
San Diego, CA, US
LinkedIn followers
500 followers

About Cameron Cummings

Strategic senior executive with 19+ years of experience driving analytics transformation, business enablement, and revenue growth within the financial services industry. Proven track record of leading enterprise-wide initiatives that leverage advanced data analytics, predictive modeling, and BI tools to optimize advisor performance and client engagement across $2T in assets under management. Recognized for building high-performing teams, fostering innovation, and aligning cross-functional strategies to deliver actionable insights that influence product development, pricing, and corporate decision-making. Adept at translating complex data into strategic outcomes that accelerate growth and operational efficiency.

Experience

  1. Senior Vice President Wealth Management Insights & Analytics

    LPL Financial

    Sep 2020 — Present · San Diego, CA, US

    Led enterprise-wide analytics transformation, shifting the team from reporting to strategic insights, enabling data-driven decision-making with over $2T in assets under management• Developed and executed analytics roadmap, integrating advanced BI tools and predictive modeling to optimize advisor performance and client engagement• Partnered with senior leadership to deliver actionable insights, influencing product strategy, pricing, and advisor enablement initiatives across Wealth Management• Built and scaled a high-performing analytics team, fostering a culture of innovation and implementing governance frameworks for data quality and compliance• Drove automation and self-service analytics adoption, reducing manual reporting by 25% and accelerating time-to-insight for key stakeholders• Championed cross-functional collaboration, aligning Wealth Management, Finance, and Corporate Strategy teams to deliver unified insights that informed enterprise-level decisions

Education

  • UC Santa Barbara

    BA, Business Economics

    2003

Skills

  • Word
  • Oracle
  • Accounting
  • Sap
  • Access
  • Financial Analysis
  • Financial Modeling
  • Analysis
  • Business Objects
  • Agency Works
  • Excel
  • Insurance
  • Budgets
  • Finance
  • Management
  • Microsoft Word
  • Account Reconciliation
  • Microsoft Office
  • Business Analysis
  • Microsoft Excel
  • Financial Reporting

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