Tracey L.

Founder, ThrivePoint Coaching | Helping Leaders Move from Reliable to Recognized | Assistant VP | Technical Program Leader | $150B+ M&A Integration | Platform & Digital Transformation

Role
Assistant Vice President, Technical Program Leader (m & a Transformation) at LPL Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Tracey L.

As an Assistant Vice President and Technical Program Leader at LPL Financial, I bring over a decade of experience leading large-scale M&A transformations and integrating complex platforms representing $150B+ in assets under management.My work sits at the intersection of technology, business strategy, and execution; aligning enterprise technology initiatives with business outcomes through disciplined program leadership, Agile delivery, risk management, and operating model design. I specialize in navigating ambiguity, orchestrating cross-functional teams, and driving momentum in high-stakes, regulated environments.Throughout my career, I have contributed to platform modernization efforts, improved delivery velocity, and strengthened cross-functional collaboration, supporting resilient risk management, operational efficiency, and scalable growth. Just as importantly, I’ve built and led high-performing technical program teams, mentoring leaders who are ready to operate at the next level.This work is also what led me to found ThrivePoint Coaching, a leadership and career development practice designed for high-performing professionals who are doing the work but aren’t always getting the visibility, clarity, or influence their results deserve. Through ThrivePoint Coaching, I help professionals translate execution into executive presence, clarify their leadership narrative, and position themselves for meaningful advancement.Whether in the enterprise or through coaching, my focus is consistent: creating clarity, strengthening influence, and driving impact so individuals and organizations can move forward with intention, confidence, and results.

Experience

  1. Assistant Vice President, Technical Program Leader (m & a Transformation)

    LPL Financial

    Feb 2022 — Present · Fort Mill, SC, US

Education

  • Dover High School

    Diploma

    1999 — 2003

  • University of Phoenix (Charlotte, NC Campus)

    Master of Business Administration (M.B.A.)

    2015 — 2017

  • Johnson C. Smith University - JCSU

    Bachelor of Arts (B.A.), English Language and Literature/Letters

    2003 — 2007

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Tracey L. — Assistant Vice President, Technical Program Leader (m & a Transformation) at LPL Financial in Charlotte, NC, US | Unifers