September 22, 2023


Passion For Business

LPL Financial Hires Cara Dailey as New Chief Data Officer

CHARLOTTE, N.C., Sept. 13, 2021 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) announced right now that Cara Dailey has joined the company as executive vice president, Chief Information Officer, effective Sept. 13. She sales opportunities the firm’s Information and Analytics group in a recently-produced function created to accelerate LPL’s electronic approaches and knowledge administration. She studies to Loaded Steinmeier, LPL running director and divisional president, Enterprise Progress.

“Cara brings a depth of practical experience top business-wide knowledge administration and governance plans and implementation approaches that travel small business and electronic transformation,” Steinmeier claimed. “Having labored each inside and outside the house of the fiscal companies industry, she brings new views alongside with beneficial practical experience to help further more condition the firm’s electronic approaches, knowledge governance and business facts administration. With Cara’s addition, we get a talented leader to accelerate our knowledge journey and our capacity to leverage knowledge and analytics as a strategic asset across the company.”

Dailey joins LPL from Silicon Valley Financial institution, wherever she was CDO. Prior to that, she was senior director of business knowledge for Nike. She has also held senior-amount positions with Financial institution of the West, Basic Electric powered and Oracle.

“LPL’s determination to produce a hugely individualized practical experience that meets individuals’ requires is a match-changer in today’s fiscal companies landscape,” Dailey claimed. “I glimpse forward to enabling people individualized experiences with reliable knowledge and partnering with my colleagues to provide analytical abilities to the business and our shoppers.”

Dailey graduated from Marist College or university with a bachelor’s of science degree in small business administration and laptop or computer science. She also serves as advisory board member to the Women’s Enterprise Collaborative (WBC) that is targeted on the improvement of woman leaders reaching gender and variety parity.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was established on the theory that the company must work for the advisor, and not the other way all-around. Currently, LPL is a leader** in the markets we serve, supporting far more than 19,000 fiscal advisors, 800 establishment-based expenditure plans and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered model and the perception that Us citizens ought to have entry to goal direction from a fiscal advisor. At LPL, independence signifies that advisors have the freedom they ought to have to decide on the small business model, companies, and know-how sources that make it possible for them to operate their best practice. And they have the freedom to control their client relationships, due to the fact they know their shoppers finest. Basically put, we acquire treatment of our advisors, so they can acquire treatment of their shoppers.

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Vendor in the U.S (Dependent on full revenues, Economical Planning magazine 1996-2021) No. 1 supplier of 3rd-bash brokerage companies to banking companies and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

*Dependent on prior small business and signifies belongings that would have been custodied at LPL Economical, fairly than 3rd-bash custodians. Noted belongings and client figures have not been independently and thoroughly verified by LPL Economical.

Securities and advisory companies provided as a result of LPL Economical LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC

In the course of this conversation, the conditions “financial advisors” and “advisors” are utilised to refer to registered associates and/or expenditure advisor associates affiliated with LPL Economical LLC. We routinely disclose facts that might be critical to shareholders in the “Investor Relations” or “Press Releases” part of our website.

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