Mayank Patel

VP Product Risk Management at LPL Financial

Role: VP Product Risk Management at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

VP Product Risk Management
LPL Financial
Sep 2021 — Present

Education

UNC Charlotte Belk College of Business
Master of Science, Mathematical Finance
2010 — 2011
Griffith University
Graduate Diploma, International Business Administration
2009 — 2009
Rajiv Gandhi University of Health Sciences
Bachelor's degree, Pharmacy
2003 — 2007

Skills

Macro
Stata
Hedging
Risk Management
Economics
Powerpoint
Microsoft Excel
Time Series Analysis
Financial Modeling
Econometrics
Electronic Trading
Valuation
Bonds
Sql
Quantitative Finance
Trading Strategies
Pivot Tables
Financial Markets
Corporate Finance
Trading
Quantitative Analysis
R
Financial Risk Management
Statistics
Risk Analysis
Sas
Risk Assessment
Accounting
Options
Financial Analysis
Risk Mitigation
Equities
Matlab
Excel
Bloomberg Terminal
Monte Carlo Simulation

Contact information

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Work email
•••••@lpl.com
Personal email
•••••@•••••.com
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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

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Experience

VP Product Risk Management

Education

UNC Charlotte Belk College of Business

Griffith University

Rajiv Gandhi University of Health Sciences

Skills

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