Daniela Ricaldone
Vice President, Business Strategy and Innovation | Wealth Management
- Role
- Vice President, Financial Institution Wealth Strategy and Innovation at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Daniela Ricaldone
Currently serving as Vice President of Institution Services Strategy at LPL Financial, contributing almost 20 years of expertise in the wealth management industry. Focused on empowering financial institutions by developing tailored strategies to align operational and organizational goals that drive advisor growth and engagement. Leverage collaborative consulting approaches to guide optimal business strategy models and custodial solutions. With deep expertise in business strategy and project management, committed to fostering impactful partnerships that drive growth, enhance wealth management services, and deliver value to advisors and institutions alike.
Experience
Vice President, Financial Institution Wealth Strategy and Innovation
Sep 2024 — Present · San Diego, CA, US
Advance LPL\'s wealth strategy and innovation initiatives, delivering measurable client satisfaction improvements by collaborating with marketing and client success teams. Develop impactful wealth services, training materials and strengthen internal stakeholder understanding of LPL’s offerings.
Education
Florida International University
Bachelor of Science, Mass Communication
2007
Bryant University
CFP Program
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