Mark Rufty

About Mark Rufty

After leaving the United States Army I went on to earn an Information Systems degree, a Master’s in IT, and a MBA from UNC at Charlotte; all Magna Cum Laude. I have followed my passion to improve the experience, reduce costs, increase efficiency, and make dreams happen. I have worked closely with Advisors, Small Business Owners, Technology, Talent Management, Leadership, Operations, Human Resources, Sales, and Distribution to design solutions that exceed expectations. At TIAA I co-founded and also served as the National Chair for the Young Professionals Business Resource Group. At LPL I founded and built an Org focused on driving engagement. PROFESSIONAL SKILLS AND EXPERIENCE End User / Client Experience | It’s not worth building if no one uses it Throughout my 10 years of designing and solutioning for Advisors, Salesforce Teams, Human Capital and Operational Processes, the individual is always the focus of my efforts. I first seek to understand the needs, then use my broad set of skills to design, redesign, collaborate, innovate, build, do whatever it takes to develop the biggest impact possible for the individual. Multi-Faceted | Swiss Army Knife I use my experience in Executive Leadership, Analysis, Project/Program Management, Cyber Security, Technology, Craftsmanship, Consumer Goods and Electronics, Financial Services and Professional Development to drive solutions on the needs of the current project. This allows me to implement innovative solutions that challenge and influence others to consider new options. Work-Life Integration | Bring your whole self to work I participate in Company Employee Resource Groups, Volunteerism Efforts, Councils, and Sporting Leagues. I bring all of me in all I do professionally and personally. I do my best to make work an environment that promotes the diversity of those I serve with. A Hindu proverb I live by is \"Help thy brother\'s boat across and lo thine own has reached the shore\". We\'re trying to reach similar goals, why not get there together! Specialties: Strategy | Design | Intrapreneurship | Customer Experience | Human Capital | Continuous Improvement | Program Management | Salesforce StrengthsFinder 2.0 Strengths: Strategic | Ideation | Communication | Command | Significance

Experience

1. AVP Tech Strategy and Business Management

   LPL Financial

   Dec 2020 — Present · Fort Mill, SC, US

   Responsible for coaching and managing several direct reports • Led the Advisor Tech Consulting team for both Strategic Wealth and Linsco affiliation models with a total of hundreds of Advisors and non-licensed advisors • COO of internal startup. Designed and implemented policies to promote internal startup\'s culture and vision and oversee operations to keep businesses and staff on track and growing • Instrumental in the development of the strategy for an internal startup focused on Tech Consulting (Advisor Tech Engagement) • Designed, Developed, Deployed the \"TECH Ed\" Program which focuses on \"Upknowledging\" LPL Employees who need to be comfortable and confident AdvisorTech discussions with advisors • Designed, Developed, Deployed the Partner Management program for the Advisor Tech Engagement team • Facilitated large group discussions focused on improving processes, culture, and also employee engagement • Designed, Developed, and Deployed a multi-committee organization focused on improving the engagement across an entire organization • Responsible for developing and establishing the hiring framework for the team as it developed • Identified the needs and developed a Skill Matrix to understand and address the knowledge/skills gaps within a rapidly expanding team

Education

• University of North Carolina at Charlotte

  Master of Science (M.S.), Information Technology

  2011 — 2013

• University of North Carolina at Charlotte

  Graduate Certificate, Management of Information Technology

• University of North Carolina at Charlotte

  Master of Business Administration (MBA), Business Administration, Management and Operations

  2013 — 2015

• University of North Carolina at Charlotte

  Graduate Certificate, Management of Information Technology

  2011 — 2012

• University of North Carolina at Charlotte

  Bachelor of Arts (B.A.), Software Information Systems

  2009 — 2011