Lucy Olson
Investment Solutions Product Manager | Focused on business decision-making that enhances the advisor and client experiences and is aligned with regulatory requirements. Training, engagement, data, documentation.
- Role
- AVP, Investment Products at LPL Financial
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
AVP, Investment Products
Jan 2024 — Present
Education
Loyola Marymount University
Bachelor of Arts (B.A.)
Skills
- Customer Service
- Social Networking
- Windows
- Social Media
- Powerpoint
- Microsoft Excel
- Teamwork
- Outlook
- English
- Editing
- Microsoft Word
- Research
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