Simmi Prasad
Wealth Management Operations Leader @LPL Financial
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WORK HISTORY
Wealth Management Operations Leader @LPL Financial
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Coastal Credit Union and Coastal Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Coastal Wealth Management and may also be employees of Coastal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coastal Credit Union or Coastal Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose ValueThird-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.
EDUCATION
Campbell University
Masters of Business Administration, MBA
Yale School of Management
Women's Leadership Course Executive Educ
ABOUT SIMMI PRASAD
I bring 20 years of banking experience to PNC Institutional Asset Management market director role in the North and South Carolina. My team delivers solutions to institutional investors, retirement plan sponsors, pension managers and non-profit organizations, with a focus on OCIO, liquidity & fixed income management, retirement plan solutions and asset servicing. I currently serve on the boards of several local organizations advancing DE & I, Entrepreneurship, education and medicine
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