Carter Gibson

Role
Senior Vice President, m & a and Succession Planning at LPL Financial
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Carter Gibson

Carter is a senior leader at a Fortune 500 financial services company. He brings 20 years…

Experience

  1. Senior Vice President, m & a and Succession Planning

    LPL Financial

    Sep 2022 — Present

    I lead the strategic development and delivery of mergers and acquisitions, succession planning, and continuity planning services for LPL Financial\'s advisors and enterprises. We deliver comprehensive professional services and execute over 150 M&A transactions and strategic growth and succession consulting engagements every year.

Education

  • Thomas Edison State University

    Bachelors of Business Administration, Business Management

Skills

  • Management
  • Analysis
  • Finance
  • Due Diligence
  • Start-Ups
  • Valuation
  • Leadership
  • Sales
  • Microsoft Excel
  • Mergers & Acquisitions
  • Private Equity
  • Strategy
  • Marketing
  • Financial Modeling
  • Strategic Financial Planning
  • Accounting
  • Project Management
  • Corporate Finance
  • Investments
  • Business Analysis
  • Investor Relations
  • Portfolio Management
  • Credit
  • Banking
  • Business Planning
  • Management Consulting
  • Financial Analysis
  • Customer Service
  • Crm
  • Investor Liaison
  • Venture Capital
  • Small Business
  • New Business Development
  • Loans
  • Business Development
  • Investment Banking
  • Strategic Planning
  • Business Strategy
  • Risk Management
  • Financial Planning

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Carter Gibson — Senior Vice President, m & a and Succession Planning at LPL Financial in San Diego, CA, US | Unifers