Mary Beth Roberts
VP | LPL | FP&A | Strategic Planning & Investments
- Role
- Vice President, Strategic Planning & Investments at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Mary Beth Roberts
As a results-driven program manager with extensive experience in business operations, I specialize in transforming strategic visions into actionable frameworks that drive growth and operational excellence. My career spans leadership roles in Fortune 500 companies, where I have consistently delivered significant organizational impact by leveraging my expertise in operational planning, cross-functional collaboration, and strategic communication.Currently serving as the CEO Deputy Chief of Staff at LPL Financial, I have built and led high-performing teams, developed operating frameworks, and crafted strategic communications for executive leadership. My role has demanded a relentless focus on clarity, accountability, and continuous improvement—skills that I have honed to ensure alignment with business goals and successful execution of key initiatives.With a background in product management, financial analysis, and business operations, I excel at managing complex projects, optimizing resource allocation, and driving sustainable change. My ability to distill complex information into compelling narratives has been instrumental in engaging stakeholders and advancing organizational priorities.I am passionate about leveraging my startup mindset and problem-solving acumen to lead teams through ambiguity and deliver high-impact results. My dynamic leadership, strategic vision, and operational expertise enable me to contribute to transformational growth and drive success in any initiative I undertake.
Experience
Vice President, Strategic Planning & Investments
Jan 2025 — Present · San Diego, CA, US
Education
St. Lawrence University
Bachelor of Science (BS), Double major: Economics and Statistics
2013 — 2017
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