Teams at LPL Financial

Lead quality engineering strategy across multiple agile product teams, establishing testing standards, automation frameworks, quality gates, metrics, and release governance. Drive UI, API, data, integration, performance, resiliency, and end-to-end testing for AWS cloud-native applications. Integrate quality into CI/CD and DevOps workflows, support production issue analysis, evaluate emerging tools including AI-assisted testing, and mentor Quality Engineers while influencing architecture and release decisions.

Leads the corporate travel and expense program, including SAP Concur administration, policy governance, compliance, audit readiness, vendor management, risk mitigation, cost optimization, and employee service. Oversees international expansion, traveler duty of care, financial integrations, reporting, process improvements, and complex issue resolution. Manages and develops travel program staff while partnering with Finance, Procurement, Compliance, HR, Security, IT, and Accounting.

Supports financial advisors and their clients by designing, analyzing, and presenting comprehensive financial plans. Builds advisor relationships, manages onboarding and ongoing service, collaborates on plan development, identifies referral opportunities, and maintains expertise in retirement, wealth, risk, and education planning. The role also requires knowledge of financial planning software, strong communication, organization, and multitasking skills.