Monika C.
Strategic Leader | VP-Relationship Management | Expert in Business Planning, Implementing Growth Strategies & Complex Problem Solving | LPL Financial
- Role
- VP, Client Success at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Monika C.
I am a strategic and results-driven finance executive with over 25 years of experience leading financial planning, business strategy, and operational transformation across the financial services and healthcare sectors. Currently serving as AVP, CFO Business Consultant at LPL Financial, I specialize in aligning institutional growth strategies with performance metrics, driving profitability, and enhancing client experiences.My leadership has consistently delivered measurable results—from increasing profit margins by 70% to achieving a 9.7 CSAT score. I bring a unique blend of analytical rigor, executive communication, and cross-functional collaboration to every initiative. Passionate about innovation and continuous improvement, I thrive in dynamic environments where strategic thinking and data-driven insights shape the future of business.
Experience
VP, Client Success
Aug 2025 — Present · Charlotte, NC, US
Empowering large enterprise advisors to thrive through strategic relationship management, business planning, and white-glove client service. With over a decade in financial services, I specialize in deepening advisor engagement, navigating complex affiliation models, and driving long-term growth. Passionate about delivering elevated client experiences and connecting advisors with the full breadth of LPL’s tools and resources.
Education
Ithaca College
Bachelor of Science, Finance, General
University of Maryland
Master of Business Administration - MBA, Business Administration and Management, General
2017 — 2018
Skills
- Strategy
- Business Strategy
- Salesforce.com
- Team Leadership
- Cash Flow
- Crm
- Budgets
- Finance
- Vendor Management
- Controls
- Vendor Relationships
- Investments
- Partnership Building
- Strategic Planning
- Customer Relationships
- Team Building
- Management
- Financial Modeling
- Health Insurance
- Cross-Functional Team Leadership
- Process Improvement
- Joint Ventures
- Best Practices
- Leadership
- Due Diligence
- Mergers & Acquisitions
- Strategy Development
- Salesforce
- Benchmarking
- Cost Reduction
- Profitability Enhancement
- Coaching
- Insurance
- Communication
- Presenations
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