LPL Financial | Icebreaker

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LPL Financial | Icebreaker

LPL Financial

LPL Financial, a leading wealth management firm for independent advisors across the U.S., offering technology & resources to help you & your clients succeed.

14 members

Contact info

Link

lpl.com

Members

Christine Tzanakis

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Vice President, Insurance Business Development

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SVP, Associate General Counsel, Head of Employment, Tax Law & Investigations at LPL Financial

Li Tian 田俐, Ph.D, CFP®

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My practice is focused to supporting those who are considering a job change or looking at retirement options. I want to help you take control of your retirement assets actively. To start, I’ll take the time to get to know your financial goals and your current situation. Together, we can pinpoint tax-saving opportunities, planning strategies, and investment options that truly align with your needs. I’m committed to helping you realize the retirement you've always envisioned, rather than just reacting to market fluctuations. I aim to partner with you on your journey toward a work-optional lifestyle. Over ten years ago, I transitioned into the financial services field because I wanted to deepen my understanding of financial and tax planning and investing. More importantly, I felt a strong calling to use that knowledge to guide others through their financial paths. I’m grateful to be part of an amazing organization that empowers independent advisors, and I’m surrounded by a wonderful network of experienced colleagues who are always eager to share their wisdom and connections to enhance the service we provide to our clients. If you’re curious about how we can work together to enhance your financial future, please feel free to reach out. Let’s set up a free consultation to discuss your goals and how we can collaborate effectively.

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I am a Financial Advisor with over 350 clients and $158 million in assets under management. I built my business through direct sales and customer service during one of the most difficult market cycles in history. Email: michael.conway@lpl.com

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Highly effective communicator and hands-on technology leader, providing strategic vision and execution. Ability to identify, acquire, and retain top engineering talent across global engineering teams. Over 16 years of successful hands-on experience in engineering, innovation, cloud architecture & security, thought leadership and successful execution. Specialties: 1. Cloud Architecture & Security: AWS, Terraform (infra as code) 2. Mobile: iPhone, Web, Android, PWA. 3. Data Warehouse: Oracle 11g, SAP Business Objects. 4. SaaS: GitLab, MySQL, MS SQL Server, Apache, Ajax, REST, XML and Portlets. 5. Operating Systems: Unix, Linux, MacOS, Microsoft Server. 6. Languages: Objective C, C++, C#, Java, JavaScript, XHTML, CSS. Business & Marketing: (available upon request) Creative/Art: (available upon request)

Joseph Jerrel Sam

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Information Technology Internal Auditor at LPL Financial

Sophie Mohajerani

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VP, Tech Portfolio Lead

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Assistant Vice President, Business Development at LPL Financial

Amanda Whelan Davis

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Senior Marketing Consultant at LPL Financial

Morgan Hyland, CFP®

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Vice President at iCapital