Greg Poelman
SVP, Portfolio Strategy & Planning @ LPL Financial
- Role
- Senior Vice President at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Vice President
Apr 2024 — Present · Charlotte, NC, US
Education
Duke University - The Fuqua School of Business
Master of Business Administration - MBA
LeTourneau University
B.S.
Skills
- Visio
- Quality Center
- Microsoft Excel
- Research
- Integration
- Financial Analysis
- Lotus Notes
- Leadership
- Analysis
- Public Speaking
- Microsoft Office
- Process Improvement
- Project Management
- Management
- Data Analysis
- Business Strategy
- Finance
- Strategy
- Strategic Planning
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