Megan Russell

VP, Client Success at LPL Financial

Role: VP, Client Success at LPL Financial
Location: Boston, MA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Megan Russell

Enterprise people and transformation executive with 20+ years of experience leading…

Experience

VP, Client Success
LPL Financial
Mar 2025 — Present · Boston, MA, US

Education

Universidad de Córdoba
International Relations
Smith College
BA
Babson College - Franklin W. Olin Graduate School of Business
MBA

Skills

Strategy
Portfolio Management
Program Management
Financial Services
Cross-Functional Team Leadership
Analysis
Financial Modeling
Operations Management
Business Process Improvement
Strategic Planning
Finance
Training
Mutual Funds
Business Analysis
Mentoring
Risk Management
Management
Analytics
Business Strategy
Vendor Management
Integration
Data Analysis
Team Leadership
Financial Analysis
Human Resources
Process Improvement
Project Planning
Leadership
Management Consulting

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@lpl.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Megan Russell

Experience

VP, Client Success

Education

Universidad de Córdoba

Smith College

Babson College - Franklin W. Olin Graduate School of Business

Skills

Find verified contacts for anyone on LinkedIn