Sarah Xie

Role: LPL Financial
Location: San Diego, CA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

LPL Financial
Present

Education

University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration - BBA, Finance
2014 — 2018
Pioneer High School
High School
2010 — 2014

Skills

Microsoft Excel
Powerpoint
Microsoft Word
Facebook
Team Building
Teaching
Social Media
Time Management
Leadership
Marketing
Strategic Planning
Financial Analysis
Mandarin
Spanish
Visual Basic for Applications (Vba)
Bi
Microsoft Powerpoint
Microsoft Office
Public Speaking
Data Analysis
Customer Service
R
Sap

Contact information

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

Education

University of Michigan - Stephen M. Ross School of Business

Pioneer High School

Skills

Find verified contacts for anyone on LinkedIn