Kate Winters
- Role
- Senior Vice President, Investment Product Management & Retirement Partners at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Kate Winters
15+ years of financial services experience encompassing product management, product…
Experience
Senior Vice President, Investment Product Management & Retirement Partners
Jun 2021 — Present
Skills
- Strategic Financial Planning
- Estate Planning
- Project Management
- Fixed Annuities
- Operations Management
- Series 66
- Investment Advisory
- Onboarding
- Series 65
- Series 7
- Finra
- Series 6
- Financial Planning
- Mutual Funds
- Financial Services
- Retirement Planning
- Compliance
- Recruiting
- General Securities Principal
- Investments
- Insurance
- Series 63
- Management
- Compliance Management
- Securities
- Series 24
- Surveillance
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