Sumeer Kapila
VP - AI Solutions | Enterprise AI Strategy | Agentic AI Builder | Strategic Innovator- Data and AI Products at LPL Financial
- Role
- Vice President at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Sumeer Kapila
Entrepreneurial Product Leader | AI Agent Builder | Strategic Innovator | 25+ Years in Tech & Financial ServicesVisionary product executive with over 25 years of experience driving innovation at the intersection of technology and business. I specialize in building intelligent agentic platforms, launching AI-powered products, and transforming customer experiences across financial services and enterprise domains.With 25+ years in product management, I bridge business strategy and technical execution, designing AI-powered products that solve real-world problems. My expertise includes LLMs, LangGraph, LangChain, vector search, and workflow automation to streamline advisor operations and enhance client experiences.I thrive in environments where bold ideas meet real-world execution. With a builder’s mindset and deep business acumen, I architect solutions that empower teams, delight customers, and drive growth.Specialties:Agentic AI Agent DevelopmentProduct Strategy & LifecycleWealth management technology innovationOperational and workflow automationLLM-powered solutions (LangGraph, LangChain)Bridging product vision and execution for scalable growth
Experience
Vice President
Mar 2021 — Present
Education
Duke University - The Fuqua School of Business
MBA, Strategy, Finance, Marketing
2011 — 2012
CFA Institute
CFA
2014
National Institute of Technology Kurukshetra
Bachelor Of Technology in, Electronics and Communications Engineering
1995 — 1999
Skills
- IT Strategy
- Financial Markets
- Brand Development
- Management Consulting
- Social Networking
- Portfolio Management
- Competitive Analysis
- Market Intelligence
- Analytics
- Business Strategy
- Financial Analysis
- Pricing Strategy
- Non-Profit Development
- Marketing
- Strategy
- Strategic Partnerships
- Mergers & Acquisitions
- Strategy Development
- Digital Strategy
- Business Development
- Fundraising
- Marketing Strategy
- Strategic Planning
- Product Development
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