Siyao Tong

LPL Financial

Role: Ps & a Wealth Management at LPL Financial
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Ps & a Wealth Management
LPL Financial
Present

Education

University of Southern California
Master's Degree, Financial Engineering
2013 — 2014
Beijing University of Posts and Telecommunications
Bachelor's Degree, Computer Science and Technology
2008 — 2012

Skills

Vba
Visual Studio
Data Analysis
C++
Portfolio Management
Risk Analysis
C
Optimization
Sql
Corporate Finance
Fundamental Analysis
Algorithms
Valuation
Databases
Equities
Derivatives
Financial Analysis
Data Warehousing
Time Series Analysis
Microsoft Office
Financial Modeling

Contact information

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Work email
•••••@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

Ps & a Wealth Management

Education

University of Southern California

Beijing University of Posts and Telecommunications

Skills

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