M

Mitchell's
email & phone

Current Position:

AVP, Advisor Tech Consulting at LPL Financial

Experience:

16 years

Location:

Charlotte, North Carolina, United States

How to contact Mitchell

email-*******l@lpl.com
phone+1-***-***-9485
Instagram

Work Experience

AVP, Advisor Tech Consulting at LPL Financial

Aug 2023 - Current

Senior Analyst, Advisor Technology Engagement at LPL Financial

Jun 2022 - Aug 2023

Relationship Manager of Strategic Partnerships at Adhesion Wealth Advisor Solutions

Nov 2021 - Jun 2022

Account Manager at Adhesion Wealth Advisor Solutions

Oct 2019 - Nov 2021

Solutions Consultant at Adhesion Wealth Advisor Solutions

Jul 2018 - Oct 2019

Analyst at Barings

Oct 2017 - Mar 2018

PI Brokerage Investment Professional at Vanguard

Jul 2016 - Sep 2017

Founder And Principal at Clean Machine Auto Detailing

May 2009 - Aug 2015

Intern at Maranon Capital

May 2014 - Aug 2014

Mitchell started working in 2009, then the employee has changed 6 companies and 9 jobs. On average, Mitchell works for one company for 1 year 7 months.

Education

Bachelor's Degree at Furman University

High School at Lake Forest Academy

Current Company Information LPL Financial

Name: LPL Financial

Speciality: Independent Broker/Dealer, Institution Services, RIA, Independent Advisors, Custom Clearing Services, Financial Services

Location: San Diego, CA, United States

Employees: 5000-10000

Description: LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco...

Frequently Asked Questions

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

Mitchell's minimum period of employment in various companies is 3 months.

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

On average, Mitchell works for one company for 1 year 6 months

What industries has Mitchell worked in?

Mitchell works in the Financial Services.

What positions has Mitchell held before?

Previously, Mitchell worked as a Senior Analyst, Advisor Technology Engagement, and Relationship Manager of Strategic Partnerships, and Account Manager, and Solutions Consultant, and Analyst.

How do I contact Mitchell?

Mitchell's email address is -*******l@lpl.com, phone number is +1-***-***-9485. 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

Who are Mitchell's peers at other companies?

Mitchell's peers at other companies are Scott Widener
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Mitchell Namesakes

Name
Company
Position
M
General Manager Delivery Center
M
Greenlight Insurance Brokers
Insurance Broker

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