Jennifer Rugg

AVP, Business Design & Solutioning

Role: AVP, Business Design & Solutions at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

AVP, Business Design & Solutions
LPL Financial
Dec 2024 — Present

Skills

Brand Management
Management
Social Media Marketing
Sales Management
Strategic Partnerships
Customer Service
Competitive Analysis
Trade Shows
Team Building
Online Marketing
Account Management
Crm
Sales Presentations
New Business Development
Marketing
Sales Process
Customer Retention
Data Analysis
Business Analysis
Cold Calling
Product Marketing
Customer Satisfaction
B2b
Marketing Strategy
Online Advertising
Sales Operations
Advertising Sales
Salesforce.com
Budgets
Digital Media
Direct Marketing
Brand Development
Direct Sales
Advertising
Business Development
Selling
Social Networking
Spreadsheets
Digital Marketing
Training

Contact information

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Work email
•••••@lpl.com
Personal email
•••••@•••••.com
Direct dial
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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

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Experience

AVP, Business Design & Solutions

Skills

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