Casey Cox

Vice President, Business Transitions at LPL Financial

Role
Vice President, Business Transitions at LPL Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Casey Cox

Energetic and motivated transition specialist and project lead for Financial Institutions moving to LPL. I’ve developed next-level training plans on LPL\'s industry-leading technology. I’ve led the conversion and transition efforts for LPL’s top Institutions along with my team of experienced Transition Support Partners.I hold my Series 7 license.

Experience

  1. Vice President, Business Transitions

    LPL Financial

    Sep 2024 — Present

Skills

  • Pos
  • Driving Results
  • Store Management
  • Store Operations
  • Visual Merchandising
  • Customer Service
  • Time Management
  • Merchandising
  • Microsoft Office
  • Sales
  • Management
  • Hiring
  • New Store Openings
  • Social Media
  • Teamwork
  • Loss Prevention

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Casey Cox — Vice President, Business Transitions at LPL Financial in Charlotte, NC, US | Unifers