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

  1. Director of Private Client Services with Design Wealth

    LPL Financial

    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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Jana Gingerich — Director of Private Client Services with Design Wealth at LPL Financial in San Diego, CA, US | Unifers