Michele Comarsh-Hein

VP LPL Financial

Role
Vice President Project Manager, Integration Office at LPL Financial
Location
San Diego, CA, US
LinkedIn followers
500 followers

About Michele Comarsh-Hein

Michele Comarsh-Hein is a servant leader focusing on excellent execution and on time…

Experience

  1. Vice President Project Manager, Integration Office

    LPL Financial

    Aug 2021 — Present

Education

  • UC Santa Barbara

    Bachelor of Arts (BA), Business Economics

    1985 — 1989

Skills

  • Uniform Combined State Law
  • Aml
  • Series 7
  • Securities Regulation
  • Securities
  • Variable Annuities
  • Mutual Funds
  • Investment Advisory
  • Project Management
  • Asset Management
  • Retirement Planning
  • Finra
  • Compliance Testing
  • Broker-Dealer
  • Financial Services
  • Series 63
  • Series 24
  • Trading
  • Wealth Management Services
  • Technology Compliance
  • Sec
  • 401k
  • Series 3
  • Series 65
  • Alternative Investments
  • System Testing
  • Wealth Management
  • Etfs

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Michele Comarsh-Hein — Vice President Project Manager, Integration Office at LPL Financial in San Diego, CA, US | Unifers