John Wilson

VP, Service Strategic Planning at LPL Financial | Ex-PwC

Role
VP, Service Strategic Planning at LPL Financial
Location
Houston, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About John Wilson

John recently joined LPL Financial as VP, Strategic Planning, where he will focus on…

Experience

  1. VP, Service Strategic Planning

    LPL Financial

    Sep 2025 — Present · Houston, TX, US

Education

  • Emory University - Goizueta Business School

    Master of Business Administration (MBA)

    2013 — 2015

  • International Culinary Center

    Professional Culinary Arts

    2019 — 2020

  • Emory University - Goizueta Business School

    Bachelor of Business Administration (B.B.A.)

    2005 — 2009

Skills

  • Investments
  • Portfolio Management
  • Mutual Funds
  • Asset Allocation
  • Performance Attribution
  • Due Diligence
  • Emerging Markets
  • Investment Management
  • Banking
  • Institutional Investments
  • Finance
  • Management Consulting
  • Analysis
  • Financial Analysis
  • Leadership
  • Consulting
  • Strategy

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John Wilson — VP, Service Strategic Planning at LPL Financial in Houston, TX, US | Unifers