Sarah Cray
Vice President, Advisor M&A at LPL Financial
- Role
- Vice President at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Sarah Cray
Process-oriented professional with experience at large independent financial services firms in the finance, national sales, practice management and advisory compliance departments, specializing in financial advisor mergers and acquisitions (M&A) and succession planning. Strong skills in building client relationships, leadership development and managing campaigns. Extensive experience in team development, project management and financial reporting. Strengths include creative problem-solving, solid communication skills and high diligence.Specialties: Business coaching, practice management, independent business owner consulting, strategic planning, succession planning, mergers and acquisitions, project management, financial practice benchmarking, financial practice valuation, process development, financial reporting, data analysis. Fluent in Microsoft Office, SalesForce
Experience
Vice President
Dec 2021 — Present · Fort Mill, SC, US
VP of Deal Execution, responsible for overall growth and performance of deal support, continuously evolving the end-to-end M&A transaction support for LPL’s advisors and their businesses.Provide a compelling vision and strategic roadmap to enhance and evolve the deal support offering.Develop a team of high-performing deal specialists and a deep bench of analyst talent.Partner with leaders across LPL to deliver a unified and high-quality client experience.Identify and execute on new growth opportunities.Leverage Agile methods to break down complex challenges and drive solutions.Define and accomplish measurable process enhancements and promote operational efficiency.
Education
North Iowa Area Community College
AA, Psychology
1992 — 1994
University of Minnesota
B.S., Child Psychology
1994 — 1996
Skills
- Analytical Skills
- Word
- Administrative Assistance
- Coaching
- Leadership
- Mergers & Acquisitions
- Time Management
- Sales Management
- Consulting
- Wealth Management
- Securities
- Investments
- Data Analysis
- Financial Services
- Financial Statements
- Outlook
- Management
- Finra
- Mergers
- Microsoft Office
- Business Valuation
- Investment Advisory
- Series 66
- Mutual Funds
- Demographic Analysis
- Acquisitions
- Series 7
- Fiduciary
- Finance
- Regulatory Projects
- Financial Planning
- Business Process
- Asset Management
- Practice Management
- Excel
- Financial Advisory
- Uniform Combined State Law
- Training Programs
- Regulatory Compliance
- Valuation
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