AeroLeads people directory · profile
Andrea Greer Email & Phone Number
Senior Analyst, Third Party Risk and Performance Monitoring
at
LPL Financial
1 work email found
@lpl.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Analyst, Third Party Risk and Performance Monitoring
Location
Peoria, Illinois, United States
Company size
Who is Andrea Greer? Overview
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Quick answer
Andrea Greer is listed as Senior Analyst, Third Party Risk and Performance Monitoring at LPL Financial, a with 14027 employees, based in Peoria, Illinois, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Andrea Greer.
Andrea Greer previously worked as Senior Analyst, Third Party Risk & Performance Monitoring at Lpl Financial and Analyst, Third Party Risk & Due Diligence at Lpl Financial. Andrea Greer holds Bachelor’S Degree, Political Science And Government, International Studies - Cum Laude from University Of North Carolina At Charlotte.
Company email context
Email format at LPL Financial
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{first}.{last}@lpl.com
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AeroLeads found 1 current-domain work email signal for Andrea Greer. Compare company email patterns before reaching out.
Profile bio
About Andrea Greer
I am a driven, top performing professional who translates business goals into tangible results. My extensive experience in research and analysis, paired with more than 9 years of customer service and sales, allows me to be an effective problem solver who exceeds goals and brings value to business. Achiever|Learner|Individualization|Strategic|Relator
Listed skills include Research, Public Speaking, Political Science, Communication, and 24 others.
Current workplace
Andrea Greer's current company
Company context helps verify the profile and gives searchers a useful next step.
Lpl Financial
9 roles
Andrea Greer work experience
A career timeline built from the work history available for this profile.
Senior Analyst, Third Party Risk & Performance Monitoring
Current
Apr 2020 - Present
Analyst, Third Party Risk & Due Diligence
Mar 2018 - Apr 2020
Senior Anti-Money Laundering (Aml) Ops Analyst
May 2017 - Mar 2018
Aml/Kyc Analyst
• Acted as an enhanced due diligence (EDD)/Know Your Customer (KYC) analyst, assisting with peer-to-per QA reviews for document gap analyses and enrichment of documents required for missing fields in existing KYC forms• Researched and validated entity data using appropriate internal and external data sources (i.e. Lexis-Nexis, Dun & Bradstreet, Secretary of State, etc.) with a 100% accuracy rating• Analyzed client data, conducted sanctions screenings, and identified Senior Political Figures/Politically Exposed Persons, including the review of negative news hits, in order to determine a Client Risk Profile as established under KYC Procedures• Refreshed U.S.-booking accounts according to regulatory standards within EDD, AML, and KYC guidelines• Updated and maintained KYC Due Diligence profiles on a wide range of entity registration types (Trusts, LLC’s, Corporations, Charities, Hedge Funds, etc.)
Jan 2017 - Mar 2018
E-Commerce/Purchasing Analyst
• Analyzed a large dataset to develop sales forecasts and monitor actual results for volume and profit margin of products being purchased• Identified new products, conducted further research, and projected profit and risk analyses of potential new vendors for increasing revenue• Maintained, negotiated with, and strengthened relations with vendor accounts
Feb 2016 - Dec 2016
Research Assistant
• Worked in pairs to quantitatively code human rights abuses by rebel groups • Collaborated with team to reconcile all data into one comprehensive dataset and resolve any discrepancies
Aug 2015 - May 2016
Teaching Assistant
• Assisted professor in International Politics (POLS 1150) course in completing tasks such as teaching students, data entry, developing quiz questions, and grading• Hosted weekly office hours to counsel students and help with any relevant needs or questions
Aug 2015 - Dec 2015
Student Fellow
Charlotte Research Scholars
• Awarded a summer fellowship to perform graduate-level research that subsequently led to honors senior thesis• Presented research and findings at the Charlotte Research Symposium conference• Participated in weekly professional development courses to build skills critical to professional success
May 2015 - Aug 2015
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 14027 employees →
DS
Dena Schwartz
Colleague at Lpl FinancialSan Diego, California, United States
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DP
Dangelo Prioleau
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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DO
Dawn O'Connor
Colleague at Lpl FinancialGreenwood Lake, New York, United States
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PL
Paul Lebel
Colleague at Lpl FinancialCambridge, Massachusetts, United States
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KC
Kathleen Charles, Cfp®
Colleague at Lpl FinancialLafayette, California, United States
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GN
Gary Noecker Sr.
Colleague at Lpl FinancialReading, Pennsylvania, United States
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MK
Mahesh Kundu
Colleague at Lpl FinancialRajarhat, West Bengal, India
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CZ
Carol Zitzelberger
Colleague at Lpl FinancialLakeland, Florida, United States
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JM
Jamal Magness
Colleague at Lpl FinancialFort Mill, South Carolina, United States
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RM
Ritchie Mendoza
Colleague at Lpl FinancialUnited States
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Dena Schwartz
Colleague at Lpl FinancialSan Diego, California, United States
View →
DP
Dangelo Prioleau
Colleague at Lpl FinancialCharlotte, North Carolina, United States
View →
DO
Dawn O'Connor
Colleague at Lpl FinancialGreenwood Lake, New York, United States
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PL
Paul Lebel
Colleague at Lpl FinancialCambridge, Massachusetts, United States
View →
KC
Kathleen Charles, Cfp®
Colleague at Lpl FinancialLafayette, California, United States
View →
GN
Gary Noecker Sr.
Colleague at Lpl FinancialReading, Pennsylvania, United States
View →
MK
Mahesh Kundu
Colleague at Lpl FinancialRajarhat, West Bengal, India
View →
CZ
Carol Zitzelberger
Colleague at Lpl FinancialLakeland, Florida, United States
View →
JM
Jamal Magness
Colleague at Lpl FinancialFort Mill, South Carolina, United States
View →
RM
Ritchie Mendoza
Colleague at Lpl FinancialUnited States
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1 education record
Andrea Greer education
-
University Of North Carolina At Charlotte
FAQ
Frequently asked questions about Andrea Greer
Quick answers generated from the profile data available on this page.
What company does Andrea Greer work for?
Andrea Greer works for LPL Financial.
What is Andrea Greer's role at LPL Financial?
Andrea Greer is listed as Senior Analyst, Third Party Risk and Performance Monitoring at LPL Financial.
What is Andrea Greer's email address?
AeroLeads has found 1 work email signal at @lpl.com for Andrea Greer at LPL Financial.
Where is Andrea Greer based?
Andrea Greer is based in Peoria, Illinois, United States while working with LPL Financial.
What companies has Andrea Greer worked for?
Andrea Greer has worked for Lpl Financial, Bank Of America, Accenture, Zentra Llc, and Unc Charlotte.
Who are Andrea Greer's colleagues at LPL Financial?
Andrea Greer's colleagues at LPL Financial include Dena Schwartz, Dangelo Prioleau, Dawn O'Connor, Paul Lebel, and Kathleen Charles, Cfp®.
How can I contact Andrea Greer?
You can use AeroLeads to view verified contact signals for Andrea Greer at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Andrea Greer attend?
Andrea Greer holds Bachelor’S Degree, Political Science And Government, International Studies - Cum Laude from University Of North Carolina At Charlotte.
What skills is Andrea Greer known for?
Andrea Greer is listed with skills including Research, Public Speaking, Political Science, Communication, Data Entry, Teaching, Microsoft Office, and Customer Service.
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