Cristian Ardelean

Financial Analyst

Role: Overlay Portfolio Management Analyst at LPL Financial
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Cristian Ardelean

Extensive experience in providing and delivering solutions to FP & A, hedge funds, private…

Experience

Overlay Portfolio Management Analyst
LPL Financial
May 2018 — Present · San Diego, CA, US
Participate in the development, management and execution of the OPMG processes as they relate to rebalancing, trading and day to day management of LPL platforms.

Education

Baruch College
Master of Business Administration (MBA), Finance,Investments
2007 — 2013

Skills

Fx Options
Securities
Bonds
Business Analysis
Credit
Options
Financial Modeling
Banking
Mutual Funds
Risk Management
Bloomberg
Finance
Valuation
Electronic Trading
Financial Reporting
Emerging Markets
Trading Systems
Equity Trading
Research
Credit Analysis
Accounting
Capital Markets
Series 7
Commodity
Equities
Analysis
Bloomberg Terminal
Alternative Investments
Investments
Leadership
Fixed Income
Pricing
Corporate Finance
Derivatives
Middle Office
Financial Analysis
Credit Derivatives
Financial Services
Portfolio Management
Loans

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
c••••••••@lpl.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••65

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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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About Cristian Ardelean

Experience

Overlay Portfolio Management Analyst

Education

Baruch College

Skills

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