Fred Schweppe

Vice President - Client Success, Innovation & Delivery @LPL Financial

San Diego, CA, US
EMAILS
f••••••••@lpl.com
MOBILE NUMBERS
+18•••••••70

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WORK HISTORY

Jan 2024 — Present

Vice President - Client Success, Innovation & Delivery @LPL Financial

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San Diego, CA, US

In the latest chapter of my LPL Financial career, I’m joining a dynamic team under the banner of Client Success, Innovation & Delivery to contribute to the transformation of our clients’ engagement experience. I will continue to serve as manager for LPL’s Ambassador Council Program, comprised of three councils – organized by affiliation type – whose mission is to stay closely connected to LPL’s strategic roadmap and key executives, and to serve as a well-informed advocate community for their peers. In addition, I will pursue new responsibilities related to sponsorships, councils and events.At LPL Financial, our mission is take care of our advisors, so they can take care of their clients. For more information about the firm, visit

EDUCATION

N/A

University of Nebraska at Omaha

BS with honors

N/A

Human Factors International

CUA

SKILLS

LeadershipMarketing CommunicationsMarket ResearchEditingWritingOrganization SkillsStrategic CommunicationsFinancial ServicesAdvertisingPerseverantPublic RelationsSocial MediaSocial Media MarketingManagementTeam BuildingMicrosoft OfficeEmail MarketingMarketing StrategyPublic SpeakingMarketingStrategic PlanningPublicationsCopywritingWeb DesignProject Management

ABOUT FRED SCHWEPPE

LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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