LPL Financial Hires EVP of Corporate Strategy and New Ventures
LPL Financial LLC, the nation’s largest independent broker-dealer, has hired Katelyn Shackleton as executive vice president of corporate strategy and new ventures.
LPL Financial LLC, the nation’s largest independent broker-dealer, has hired Katelyn Shackleton as executive vice president of corporate strategy and new ventures. In her role, she will lead LPL’s strategic planning while leveraging innovation to accelerate firm growth and benefit advisors and clients.
Shackleton has more than 20 years of experience in strategic planning, policy and risk management, process reengineering and employee engagement for global financial institutions.
Prior to joining LPL, she led business management for the chief administrative office at Wells Fargo, where she also held a variety of enterprise leadership and strategy positions. During that time, Shackleton also served as president of the company’s cross-enterprise generational diversity networking organization and sat on multiple diversity and inclusion councils, the company said.
“Katelyn is a veteran leader and strategist with a focus on expanding market share, maintaining client retention and developing multi-year business strategies. She has a profound understanding of our industry and its key stakeholders, and experience managing multiple global teams…,” said Rich Steinmeier, LPL managing director and divisional president of business development.
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
