Kian S.
Vice President, Institution Client Success at LPL Financial
- Role
- Vice President, Institution Client Success at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Kian S.
Successful Financial Services Professional leveraging an MBA along with several years of experience and accomplishments in:• Ad hoc reporting• Budget/cost analysis• Due diligence• Financial statement analysis• Marketing analysis• People management• Practice management consulting• Relationship management
Experience
Vice President, Institution Client Success
Sep 2024 — Present · San Diego, CA, US
Education
UC San Diego
BS, Management Science
2001 — 2004
University of California, San Diego - Rady School of Management
MBA
2009 — 2011
Skills
- Access
- Ad Hoc Reporting
- Bloomberg
- Contract Negotiation
- Due Diligence
- Financial Analysis
- Financial Statement Analysis
- Forecasting
- Outlook
- Pricing
- Powerpoint
- Salesforce.com
- Microsoft Excel
- Cost Benefit
- Microsoft Word
- Asset Managment
- Investment Management
- Marketing
- Marketing Communications
- Proposal Writing
- Rfp
- Budgets
- Start-Ups
- Series 7
- Series 63
- Budget Analysis
- Cost Analysis
- Crystal Ball
- Excel
- Margin Analysis
- Sawtooth
- Word
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