Jason N.
VP, Client Success, Design & Solutioning at LPL Financial
- Role
- VP Institution, Design and Solutioning - Products and Platforms at LPL Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jason N.
I am excited to take two new giant steps in both my personal and professional career in 2023: First, by becoming a father as my wife and I welcome our son in February.Second, by moving from LPL\'s Product Team to Business Development where I will focus on sales and consulting.The Financial Professional world has been a passion of mine since I was a child. I constantly bothered my father to teach me how to trade stocks starting around age 12. I truly believe that our industry as a whole aims to deliver excellent service and solutions which ultimately help investors reach their financial goals.When not working, I enjoy tennis, food and travel immensely! It is not uncommon for colleagues to ask me what dishes I’ve recently made or which local restaurants I’d recommend. I also enjoy traveling anywhere in the world and have a lot of places to check off my bucket list. The passion for food (and wine) likely comes from my Italian heritage as I try to go back to visit family as often as I can.
Experience
VP Institution, Design and Solutioning - Products and Platforms
Feb 2024 — Present
Education
Babson F.W. Olin Graduate School of Business
MBA, Finance, Global Business
2006 — 2010
Babson College
B.S., Accounting
1999 — 2003
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