Yandro Valdez
SVP | Institution Client Success
- Role
- SVP Institution Client Success at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
SVP Institution Client Success
Jun 2024 — Present · San Diego, CA, US
Accelerating growth, improving efficiency, and mitigating risk by consolidating middle and back-office wealth management functions into one streamlined platform.”
Education
Florida International University
Bachelor's degree, Business/Corporate Communications
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Skills
- Credit Analysis
- Small Business Lending
- Global Cash Management
- Finance
- Credit
- Credit Cards
- Client Presentation
- Management
- Credit Risk
- Marketing
- Customer Satisfaction
- Mortgage Lending
- Retail Banking
- Sales Operations
- Treasury Management
- Customer Service
- Portfolio Management
- Loans
- Loan Origination
- Commercial Lending
- Business Relationship Management
- Banking
- Huthwaite Spin Selling
- Financial Analysis
- Commercial Banking
- Sales
- Consumer Lending
- Sales Management
- Lines of Credit
- Cross Selling
- Financial Services
- Mortgage Banking
- Relationship Management
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