Danielle Beaty

Danielle Beaty Email and Phone Number

SR. Product Owner @ LPL Financial | Series 99, SIE @ LPL Financial
san diego, california, united states
Danielle Beaty's Location
Elgin, South Carolina, United States, United States
Danielle Beaty's Contact Details

Danielle Beaty work email

Danielle Beaty personal email

n/a
About Danielle Beaty

With a proven track record spanning Financial Services & Customer Service, I bring a unique blend of skills honed over years of professional growth at LPL Financial. Starting in customer-facing roles, I developed a deep understanding of client needs and refined my ability to communicate effectively, solve problems, and deliver exceptional service. These foundational skills became instrumental as I transitioned into leadership positions and ultimately advanced to Senior Analyst and Senior Product Owner roles.In my current position, I leverage expertise in User Experience (UX), User Acceptance Testing (UAT), and business process design to create innovative, user-centered solutions that drive measurable business growth. My ability to translate user feedback into actionable strategies is enhanced by my Series 99 and SIE credentials, as well as my proficiency in Lean Six Sigma methodologies, enabling me to implement structured, high-quality solutions across all projects.At LPL Financial, I thrive in a culture that values collaboration and innovation. My journey from customer service to product ownership reflects my commitment to continuous improvement and delivering meaningful results that align with both organizational goals and user needs.

Danielle Beaty's Current Company Details
LPL Financial

Lpl Financial

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SR. Product Owner @ LPL Financial | Series 99, SIE
san diego, california, united states
Website:
lpl.com
Employees:
7900
Danielle Beaty Work Experience Details
  • Lpl Financial
    Sr. Product Owner
    Lpl Financial Nov 2024 - Present
  • Lpl Financial
    Sr Analyst, Business Mgmt
    Lpl Financial Nov 2023 - Nov 2024
  • Lpl Financial
    Manager
    Lpl Financial Nov 2021 - Nov 2023
  • Lpl Financial
    Supervisor
    Lpl Financial Sep 2020 - Nov 2021
    Fort Mill, South Carolina, United States
  • Lpl Financial
    Service Center Specialist - Account Transfers
    Lpl Financial Nov 2017 - Sep 2020
    Fort Mill, South Carolina, United States
  • Talentbridge
    Customer Service Representative
    Talentbridge May 2017 - Nov 2017
  • The Hartford
    Customer Service Representative
    The Hartford Jan 2015 - Jan 2016
    Charlotte, North Carolina, United States
  • Wells Fargo
    Phone Banker
    Wells Fargo Apr 2012 - Dec 2014
    Columbia, South Carolina, United States

Frequently Asked Questions about Danielle Beaty

What company does Danielle Beaty work for?

Danielle Beaty works for Lpl Financial

What is Danielle Beaty's role at the current company?

Danielle Beaty's current role is SR. Product Owner @ LPL Financial | Series 99, SIE.

What is Danielle Beaty's email address?

Danielle Beaty's email address is da****@****lpl.com

Who are Danielle Beaty's colleagues?

Danielle Beaty's colleagues are Kelli Jo Johnson, Cinthia Soto, Kevin Fox, P.j. Shafer, Audrey Valenzuela, Ea, Jesse Levitt, Robert Galindo.

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