LPL Financial
The Senior Vice President of Overlay Trading at LPL Financial is an executive leader responsible for the delivery of scalable trading and operational solutions for centrally managed advisory programs (UMA, SMA, and MF/ETF wrap). The role supports a large team and multi-hundred-billion assets under management and works with product, technology, and third-party vendors to advance platform capabilities. It sits within the Advisory Programs team in the Wealth Management organization.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
A leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Dec 10, 2025