Daniela Ricaldone's email & phone

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

View Daniela Ricaldone's Email

Up to 10 free lookups. No credit card required.

Found email addresses for Daniela Ricaldone:

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

r***@hotmail.com

Found phones for Daniela Ricaldone:

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

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

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

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

A different Daniela Ricaldone?

Location

San Diego, California, United States

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 6 months.

Education

CFP Program at Bryant University

Bachelor of Science at Florida International University

Frequently Asked Questions

What is Daniela Ricaldone's minimum period of employment in the companies?

Daniela Ricaldone's minimum period of employment in various companies is 5 months.

What is Daniela Ricaldone's average duration of employment for different companies?

On average, Daniela Ricaldone works for one company for 1 year 6 months

What industries has Daniela Ricaldone worked in?

Daniela Ricaldone works in the Financial Services.

What positions has Daniela Ricaldone held before?

Previously, Daniela Ricaldone worked as a Vice President, Independent Advisor Affiliation Consulting, Advisor Business Strategy, and Assistant Vice President, Business Strategy Consultant, Employee Advisor Affiliation, and J.P. Morgan Chase Wealth Management, West Division Leadership Team, and Financial Advisor, Financial Planning Specialist, and San Diego Complex, Administrator.

How do I contact Daniela Ricaldone?

Daniela Ricaldone's email address is r*******a@lpl.com, phone number is +1-623-***-**84. Sign up to get contact details.

Who is the President & CEO of the LPL Financial?

The President & CEO of the LPL Financial is Dan Arnold

Other employees at LPL Financial

Name

Company

Position

Erik Lind

LPL Financial

SVP Banking and Lending Solutions

Financial Advisor

Registered Representative/Principal

View

Data Privacy

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.