Jana Gingerich
Director of Private Client Services with Design Wealth at LPL Financial
- Role
- Director of Private Client Services with Design Wealth at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
Director of Private Client Services with Design Wealth
Aug 2024 — Present · San Diego, CA, US
Skills
- Management
- Process Improvement
- Team Building
- Relationship Management
- Customer Service
- Sales
- Retail Banking
- Wealth Management
- Credit
- Banking
- Leadership
- Microsoft Office
- Mortgage Lending
- Finance
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