Michael

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VP, Wealth Management and Investment Products at LPL Financial|San Diego, California, United States

Position:

VP, Wealth Management and Investment Products at LPL Financial

Location:

San Diego, California, United States

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Last updated: 2025-04-10
Updated: 2025-04-10

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Work Experience 23 years

VP, Wealth Management and Investment Products at LPL Financial

Jan 2019 - Current

Investment Product Director at LPL Financial

Jan 2014 - Jan 2019

Portfolio Manager at LPL Financial

Jan 2009 - Jan 2014

Senior Financial Analyst at Pacific Western Bank

Jan 2006 - Jan 2009

Financial Analyst at Pacific Western Bank

Apr 2003 - Jan 2006

Michael started working in 2003, then the employee has changed 1 company and 4 jobs. On average, Michael works for one company for 4 years 8 months.

Education

Master of Business Administration (MBA) (Currently studying) at Stanford University Graduate School of Business

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