Stephen Ghosal

Strategy & Finance Consultant at LPL Financial

Role
Strategy & Finance Consultant (CFO - Strategic Wealth) at LPL Financial
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Stephen Ghosal

Experienced Finance Professional with a demonstrated history of working in the financial services industry. MBA from University of Arizona focused on Finance and Marketing. Bachelor of Arts (B.A.) focused in Economics from San Diego State University.

Experience

  1. Strategy & Finance Consultant (CFO - Strategic Wealth)

    LPL Financial

    Jan 2022 — Present

Education

  • San Diego State University

    Bachelor of Arts (B.A.), Economics

    2011 — 2013

  • The University of Arizona Global Campus

    Master of Business Administration - MBA, Marketing/Marketing Management, General

Skills

  • Consumer Lending
  • Microsoft Excel
  • Microsoft Word
  • Team Leadership
  • Small Business Lending
  • Analysis
  • Strategic Financial Planning
  • Business Analysis
  • Lines of Credit
  • Business Strategy
  • Teamwork
  • Banking
  • Communication Skills
  • Financial Analysis
  • Team-Oriented
  • Credit
  • Microsoft Office
  • Sales
  • Crm
  • Customer Service
  • Customer Satisfaction
  • Training
  • New Business Development
  • Fast Learner
  • Loans
  • Investments

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Stephen Ghosal — Strategy & Finance Consultant (CFO - Strategic Wealth) at LPL Financial in San Diego, CA, US | Unifers