LPL Financial Executive Team | Comparably
LPL Financial is a financial organization of independent financial advisors in the United States. read more
EMPLOYEE
PARTICIPANTS
131
TOTAL
RATINGS
1037

LPL Financial Executive Team

The LPL Financial Executive Team is rated an "A-" and led by CEO Dan Arnold. LPL Financial employees rate their Executive Team in the Top 15% of similar size companies on Comparably with 1,001-5,000 Employees.
The IT department and Asian or Pacific Islander employees are more confident in their Executive Team, while employees who have been at the company 5 to 10 Years and Female employees think there is room for improvement. Out of their 3 competitors, Southside Bank, Charles Schwab, and Envestnet, LPL Financial's score ranks in 1st place.

Last updated months ago.

Where This Score Ranks LPL Financial's Executive Team

  • TOP
    15%

    In the Top 15% of 2023 Similar Sized Companies on Comparably

  • TOP
    30%

    In the Top 30% of 208 Nearby Companies in Boston

  • 1st

    1st place versus 3 competitors rated on Comparably

76
Apr
77
Jun
76
Jul
77
Dec
77
Jan
A-76 / 100
Jan

LPL Financial Key Executives

Name & Title
Bio
Dan Arnold  CEO / President
Dan Arnold
CEO / President
Dan Arnold serves as the CEO / President of LPL Financial.
Thomas Gooley
Managing Director of Service, Trading and Operations
Mr. Thomas Gooley, also known as Tom, has been Managing Director of Service, Trading and Operations at LPL Financial LLC...
Tracy E. Calder
Managing Director and Deputy Chief Risk Officer
Ms. Tracy E. Calder has been Managing Director and Deputy Chief Risk Officer of LPL Financial Holdings Inc. since...
George Burton White
Chief Investment Officer and Managing Director of Investor & Investment Solutions
Mr. George Burton White, also known as Burt, serves as Chief Investment Officer and Managing Director of Investor and...
Scott Seese
MD & Chief Information Officer
Mr. Scott Seese has been Managing Director and Chief Information Officer of LPL Financial LLC since July 10, 2017. Mr....
Michelle B. Oroschakoff
MD & Chief Legal and Risk Officer
Ms. Michelle B. Oroschakoff has been MD and Chief Legal & Risk Officer at LPL Financial LLC since June 09, 2017. Ms....
Sallie R. Larsen
Chief Human Capital Officer and Managing Director
Ms. Sallie R. Larsen has been a Managing Director and Chief Human Capital Officer of LPL Financial Holdings Inc. since...
John Andrew Kalbaugh
Managing Director and Divisional President of National Sales & Consulting
Mr. John Andrew Kalbaugh has been Divisional President of National Sales & Consulting at LPL Financial Holdings Inc....
William P. Morrissey Jr.
Managing Director and Divisional President of Business Development
Mr. William P. Morrissey, Jr., also known as Bill, serves as Managing Director and President of Business Development at...
Andy Kalbaugh
Managing Director, Divisional President | National Sales and Consulting
Andy Kalbaugh serves as the Managing Director, Divisional President | National Sales and Consulting of LPL Financial.
Ashish Braganza
Executive Vice President Data, Analytics & Innovation
Ashish Braganza serves as the Executive Vice President Data, Analytics & Innovation of LPL Financial.
Bethany Bryant
SVP, National Sales & Consulting, Wealth Planning
Bethany Bryant serves as the SVP, National Sales & Consulting, Wealth Planning of LPL Financial.
Chris Candelaria
Senior Vice President, Client Experience & Continuous Improvement
Chris Candelaria serves as the Senior Vice President, Client Experience & Continuous Improvement of LPL Financial.
Christian Davis
Vice President Business Development
Christian Davis serves as the Vice President Business Development of LPL Financial.
David Brann
Vice President - Advanced Analytics
David Brann serves as the Vice President - Advanced Analytics of LPL Financial.
Edward MacPhee
Vice President Business Consulting, Strategic Relationship Manager
Edward MacPhee serves as the Vice President Business Consulting, Strategic Relationship Manager of LPL Financial.
Jesse Wolfe
Senior Vice President, Technology
Jesse Wolfe serves as the Senior Vice President, Technology of LPL Financial.
Joe Wombacher
VP, Technology Product Development at LPL Financial
Joe Wombacher serves as the VP, Technology Product Development at LPL Financial of LPL Financial.
Karen Martus
VP of Technology
Karen Martus serves as the VP of Technology of LPL Financial.
Kate Puckett
VP, Strategic Sourcing
Kate Puckett serves as the VP, Strategic Sourcing of LPL Financial.
Katrina Carroll
Chief Anti-Money Laundering Officer
Katrina Carroll serves as the Chief Anti-Money Laundering Officer of LPL Financial.
Ken Hullings
Senior Vice President - Business Development, Sales Strategy & Enablement
Ken Hullings serves as the Senior Vice President - Business Development, Sales Strategy & Enablement of LPL Financial.
Marc Cohen
Senior Vice President
Marc Cohen serves as the Senior Vice President of LPL Financial.
Marvin Clark
SVP, Chief Information Officer - Technology
Marvin Clark serves as the SVP, Chief Information Officer - Technology of LPL Financial.
Pretesh Mistry
VP, Information Security & Technology Risk
Pretesh Mistry serves as the VP, Information Security & Technology Risk of LPL Financial.
Rajesh Krishnan
Vice President, Service Technology
Rajesh Krishnan serves as the Vice President, Service Technology of LPL Financial.
Who Ranks LPL Financial's Executive Team the Highest?
Department - IT 93/100
Ethnicity - Asian or Pacific Islander 90/100
Experience - 3 to 6 Years 88/100
Who Ranks LPL Financial's Executive Team the Lowest?
Tenure - 5 to 10 Years 58/100
Gender - Female 63/100
Experience - 6 to 10 Years 64/100

LPL Financial's Executive Team Trendline

  • LPL Financial76
  • Other Companies in Boston
  • Similar Size on Comparably

LPL Financial Executive Team At a Glance

The Executive Team Score of 76/100 is calculated by combining aggregate responses to the questions of “How would you rate your executive team?” and “Do you approve of the job your executive team is doing at your company?”

80% of employees say “Yes, they approve of the job the executive team is doing at LPL Financial”, with 67% of employees with 6 to 10 Years experience saying yes.

The last rating scoring LPL Financial's executive team was provided months ago and has remained stable at 76 over the last 90 days.

How LPL Financial's Executive Team Score is Calculated

FILTER RATINGS BY

Results from 59 Employees in All Departments, All Genders, All Ethnicities and All Yrs. Experience Experience

76
out of 100
How would you rate your executive team?
AnswerPercent
Yes80%
No20%
Do you approve of the job your executive team is doing at your company?

LPL Financial's Executive Team Rank Against Similar Sized Companies on Comparably

TOP
15%

LPL Financial ranks in the Top 15% of other companies on Comparably with 1,001-5,000 Employees for Executive Team Score.

  1. Xilinx
    76 / 100
  2. Gold's Gym
    76 / 100
  3. J2 Global
    76 / 100
  4. LPL Financial
    76 / 100
  5. Orlando Health
    76 / 100
  6. Commvault
    76 / 100
  7. Vizient, Inc
    76 / 100

LPL Financial's Executive Team Rank Against Other Companies Nearby

TOP
30%

LPL Financial ranks in the Top 30% of other companies in Boston for Executive Team Score.

  1. Appcues
    78 / 100
  2. Disruptor Beam
    78 / 100
  3. LPL Financial
    76 / 100
  4. SapientNitro
    76 / 100
  5. American Well
    76 / 100
  6. Cantina
    76 / 100

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