CHARLOTTE, N.C., Sept. 13, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) announced these days that Cara Dailey has joined the firm as government vice president, Main Details Officer, productive Sept. 13. She sales opportunities the firm’s Details and Analytics group in a recently-established job developed to speed up LPL’s digital techniques and details administration. She studies to Rich Steinmeier, LPL running director and divisional president, Small business Enhancement.
“Cara brings a depth of working experience top enterprise-extensive details administration and governance plans and implementation techniques that push small business and digital transformation,” Steinmeier said. “Having labored equally inside and outside the house of the monetary expert services sector, she brings new perspectives together with useful working experience to assistance more shape the firm’s digital techniques, details governance and enterprise information and facts administration. With Cara’s addition, we acquire a gifted leader to speed up our details journey and our capability to leverage details and analytics as a strategic asset across the firm.”
Dailey joins LPL from Silicon Valley Lender, where she was CDO. Prior to that, she was senior director of enterprise details for Nike. She has also held senior-degree positions with Lender of the West, Standard Electrical and Oracle.
“LPL’s dedication to make a hugely individualized working experience that fulfills individuals’ requires is a activity-changer in today’s monetary expert services landscape,” Dailey said. “I glimpse forward to enabling people individualized ordeals with dependable details and partnering with my colleagues to provide analytical abilities to the group and our purchasers.”
Dailey graduated from Marist University with a bachelor’s of science diploma in small business administration and computer system science. She also serves as advisory board member to the Women’s Small business Collaborative (WBC) that is focused on the progression of feminine leaders achieving gender and variety parity.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was launched on the principle that the firm ought to do the job for the advisor, and not the other way close to. These days, LPL is a leader** in the markets we provide, supporting additional than 19,000 monetary advisors, 800 establishment-centered investment plans and 450 unbiased RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Us citizens deserve entry to goal direction from a monetary advisor. At LPL, independence means that advisors have the independence they deserve to pick out the small business model, expert services, and technological know-how sources that make it possible for them to operate their ideal observe. And they have the independence to regulate their customer associations, due to the fact they know their purchasers very best. Just place, we take care of our advisors, so they can take care of their purchasers.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S (Centered on complete revenues, Financial Scheduling magazine 1996-2021) No. 1 service provider of third-occasion brokerage expert services to banking companies and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Centered on prior small business and represents belongings that would have been custodied at LPL Financial, somewhat than third-occasion custodians. Reported belongings and customer numbers have not been independently and completely confirmed by LPL Financial.
Securities and advisory expert services provided through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/ SIPC
In the course of this conversation, the terms “financial advisors” and “advisors” are made use of to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information and facts that may well be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
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