Daniela Ricaldone: Email & Phone Number

Vice President, Business Strategy and Innovation, Financial Institutions at LPL Financial|San Diego, California, United States

Position:

Vice President, Business Strategy and Innovation, Financial Institutions at LPL Financial

Location:

San Diego, California, United States

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Last updated: 2025-08-04

Updated: 2025-08-04

Found email addresses for Daniela Ricaldone:

Business emails:

r*******a@lpl.com

Personal emails:

r***@hotmail.com

Found phones for Daniela Ricaldone:

+1-623-***-**84,

+1-623-***-**29,

+1-623-***-**25,

+1-909-***-**63

A different Daniela Ricaldone?

Work Experience 19 years

Vice President, Business Strategy and Innovation, Financial Institutions at LPL Financial

Sep 2024 - Current

Vice President, Independent Advisor Affiliation Consulting, Advisor Business Strategy at LPL Financial

Jul 2023 - Sep 2024

Assistant Vice President, Business Strategy Consultant, Employee Advisor Affiliation at LPL Financial

Nov 2021 - Jul 2023

J.P. Morgan Chase Wealth Management, West Division Leadership Team at JPMorgan Chase & Co.

Jun 2020 - Nov 2021

Financial Advisor, Financial Planning Specialist at Morgan Stanley

Feb 2018 - Jun 2020

San Diego Complex, Administrator at Morgan Stanley

Sep 2016 - Feb 2018

Financial Advisor, Financial Planning Associate at MG&A Wealth

Oct 2014 - Sep 2016

Wealth Strategy Associate at UBS

Feb 2014 - Jul 2014

Midwest Region and Chicago Complex Leadership Team at UBS

Feb 2010 - Feb 2014

Private Wealth Management, Branch Operations at UBS

Mar 2009 - Feb 2010

Midwest Region Leadership Team at UBS

Mar 2008 - Mar 2009

Client Service Associate at UBS

Aug 2007 - Mar 2008

Daniela Ricaldone started working in 2007, then the employee has changed 4 companies and 11 jobs. On average, Daniela Ricaldone works for one company for 1 year 7 months.

Their professional focus is Business Strategy, Financial Planning, and Leadership across 3 core areas.

Education

CFP Program at Bryant University

Bachelor of Science at Florida International University

Frequently Asked Questions

What is Daniela Ricaldone's email address?

SignalHire found verified email addresses for Daniela Ricaldone, both business and personal. Their business email is r*******a@lpl.com, and personal emails include r***@hotmail.com.

What is Daniela Ricaldone's phone number?

SignalHire found multiple verified phone numbers for Daniela Ricaldone: +1-623-***-**84, +1-623-***-**29, and +1-623-***-**25.

How do I contact Daniela Ricaldone at LPL Financial?

You can reach Daniela Ricaldone through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Daniela Ricaldone's professional background?

Daniela Ricaldone has 19 years of professional experience. They have held roles including Vice President, Independent Advisor Affiliation Consulting, Advisor Business Strategy, Assistant Vice President, Business Strategy Consultant, Employee Advisor Affiliation, and J.P. Morgan Chase Wealth Management, West Division Leadership Team at companies such as LPL Financial, LPL Financial, and JPMorgan Chase & Co.. Their education includes CFP Program from Bryant University, and Bachelor of Science from Florida International University.

Is Daniela Ricaldone's contact information up to date?

Yes. Daniela Ricaldone's SignalHire profile was last updated on 4 August 2025, reflecting their current position as Vice President, Business Strategy and Innovation, Financial Institutions at LPL Financial in San Diego, CA, United States.

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