Kathryn Romeis

Vice President, Finance, Operations and Risk, Integration Office, Project Management @LPL Financial

San Diego, CA, US
EMAILS
k••••••••@lpl.com
MOBILE NUMBERS
+18•••••••21

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WORK HISTORY

Apr 2023 — Present

Vice President, Finance, Operations and Risk, Integration Office, Project Management @LPL Financial

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San Diego, CA, US

Responsible for leading and managing large, complex and multifaceted M&A and large deal integration activities in support of the firm’s growth strategy. Advanced execution, organizational and communication skills. Ability to partner and manage across cross-functional teams to drive execution, identify and solve emerging problems and ensure program goals and milestones are met and budgets are in accordance with financial goals.

EDUCATION

N/A

California State University, Fullerton

Bachelor's degree

SKILLS

Program ManagementVendor ManagementSeries 6Fixed IncomeFinancial PlannersRequirements GatheringInsuranceSeries 24WealthAsset ManagementManagementGovernanceBusiness Process ImprovementPortfolio ManagementWealth ManagementAsset AllocationBankingMutual FundsFixed AnnuitiesRisk ManagementRelationship ManagementPmoPmpLeadershipInvestment StrategiesAlternative InvestmentsBusiness RequirementsProject ManagementFinancial ServicesSecuritiesHedge FundsSeries 63Retirement PlanningFinraInvestmentsFinancial AdvisoryProject Portfolio ManagementInvestment Management401kEtfs

ABOUT KATHRYN ROMEIS

Organized, detail-orientated program manager with excellent multi-tasking abilities. Experience in institutional client conversions, program/project management, requirements gathering and writing detailed business requirement documentation. Experience in relationship management, change management and issue resolution.

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