Cameron Fry
Associate Analyst, Performance & Data Recon @LPL Financial
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WORK HISTORY
Associate Analyst, Performance & Data Recon @LPL Financial
Performed meticulous performance report analysis, detecting errors, troubleshooting, and effectively resolving performance-related issues using transactional-data driven insights. Proficiently reconciled a diverse range of investment products including variable annuities, mutual funds, equities, and various securities, ensuring accuracy and compliance. Crafted and delivered engaging meeting agendas, facilitating productive discussions and promoting active participation from all team members. Represented LPL Financial at the esteemed annual Focus event, engaging in impactful dialogues with advisors to cultivate robust relationships that fortified advisor-team connections.
EDUCATION
California State University, Fullerton
Bachelor’s Degrees, Mathematics and Economics
SKILLS
ABOUT CAMERON FRY
I am committed to perpetual learning, getting enjoyment from acquiring new skills…
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