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Lpl Financial Work Values
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Daily Duties at Lpl Financial:
► Took over operations management of Optimum Market Portfolios platform at 1.5 billion Assets Under Management (As high as 3 billion). ► Successfully managed largest trading effort to date for the platform. There were 55,000 trades executed, totaling over $130 million. ► Managed and performed all trading/operations for the Optimum Market Portfolios platform from March 2006 to Oct 2006. ► Trained and supervised three OMP Operations Analysts over the past 3.5 years, as platform has grown larger. ► Reliable first contact for OMP trade related/escalated issues for all departments at LPL.
What they like about Lpl Financial:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Tags
mutual funds, managed accounts, trading, rebalancing, withdrawals, Advisory Compliance, Microsoft Access, Microsoft Excel, Microsoft Word, Consultant, Siebel, Thomson BETA, Vestmark, Portia, Stellent, Investments, Risk Management, Portfolio Management, equities, fixed income, Series 6, Series 7, Series 63, Series 65, Series 24, CFP, San Diego, Denver, Colorado Springs
Information about Lpl Financial
Company Rank: Not Available
Average length of employment : 4 years
Average salary of employees: $65,000
These are some of the questions we asked our climbers about their experiences with Lpl Financial:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Lpl Financial had these interests:
| Magazines | |
|---|---|
Financial-Planning Magazine |
To deliver the essential information that independent advisors need to make informed decisions about their business and the clients they serve. We are the only website dedicated to the needs of the independent financial planner. |
| Websites | |
| LinkedIn http://www.linkedin.com/in/mattshermancfp/ |
A business-oriented social networking service. Founded in December 2002 and launched on May 5, 2003, it is mainly used for professional networking. |
| Twitter https://twitter.com/MattSherman4 |
An online social networking and microblogging service that enables users to send and read short 140-character text messages, called "tweets". |
| Investment News http://www.investmentnews.com/ |
To provide financial advisers with the industry's most informative practice management studies and benchmarking reports. |
| Kitces http://www.kitces.com/ |
Advancing Knowledge in Financial Planning |
