Kathryn Romeis
Vice President, Finance, Operations and Risk, Integration Office, Project Management @LPL Financial
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WORK HISTORY
Vice President, Finance, Operations and Risk, Integration Office, Project Management @LPL Financial
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
California State University, Fullerton
Bachelor's degree
SKILLS
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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