LPL Financial Hires Cara Dailey as New Chief Data Officer

CHARLOTTE, N.C., Sept. 13, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) announced these days that Cara Dailey has joined the agency as govt vice president, Chief Knowledge Officer, helpful Sept. 13. She sales opportunities the firm’s Information and Analytics staff in a recently-designed purpose intended to speed up LPL’s electronic strategies and details management. She experiences to Loaded Steinmeier, LPL running director and divisional president, Business Advancement.

“Cara brings a depth of knowledge primary organization-wide info management and governance applications and implementation procedures that push organization and electronic transformation,” Steinmeier explained. “Having worked the two inside of and exterior of the fiscal expert services industry, she brings new perspectives along with precious expertise to aid even more form the firm’s digital methods, knowledge governance and business facts management. With Cara’s addition, we obtain a gifted leader to speed up our knowledge journey and our capacity to leverage data and analytics as a strategic asset across the company.”

Dailey joins LPL from Silicon Valley Lender, where she was CDO. Prior to that, she was senior director of enterprise info for Nike. She has also held senior-degree positions with Financial institution of the West, Basic Electrical and Oracle.

“LPL’s determination to produce a highly customized encounter that satisfies individuals’ needs is a game-changer in today’s fiscal providers landscape,” Dailey said. “I appear forward to enabling these personalised ordeals with trusted info and partnering with my colleagues to supply analytical abilities to the firm and our purchasers.”

Dailey graduated from Marist College or university with a bachelor’s of science degree in company administration and pc science. She also serves as advisory board member to the Women’s Enterprise Collaborative (WBC) that is focused on the advancement of female leaders obtaining gender and diversity parity.

About LPL Economical
LPL Fiscal (Nasdaq: LPLA) was launched on the theory that the business need to function for the advisor, and not the other way all around. Today, LPL is a leader** in the marketplaces we serve, supporting much more than 19,000 financial advisors, 800 institution-centered financial commitment applications and 450 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that Us citizens should have obtain to goal guidance from a monetary advisor. At LPL, independence indicates that advisors have the freedom they are entitled to to opt for the business product, expert services, and technologies resources that allow for them to operate their perfect practice. And they have the freedom to handle their shopper associations, due to the fact they know their consumers most effective. Just place, we consider treatment of our advisors, so they can choose care of their clients.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Vendor in the U.S (Centered on total revenues, Fiscal Scheduling journal 1996-2021) No. 1 service provider of third-bash brokerage providers to banking companies and credit score unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*Based mostly on prior organization and signifies property that would have been custodied at LPL Economic, rather than third-get together custodians. Claimed assets and consumer figures have not been independently and thoroughly verified by LPL Fiscal.

Securities and advisory expert services supplied through LPL Fiscal LLC, an SEC-registered broker-vendor and financial commitment advisor. Member FINRA/ SIPC

In the course of this communication, the terms “financial advisors” and “advisors” are employed to refer to registered associates and/or financial investment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose information that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” area of our web site.

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