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Greg Gates Email & Phone Number

Group Managing Director and Chief Technology and Information Officer at LPL Financial
Location: Charlotte, North Carolina, United States 6 work roles 5 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Group Managing Director and Chief Technology and Information Officer
Location
Charlotte, North Carolina, United States
Company size

Who is Greg Gates? Overview

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Greg Gates is listed as Group Managing Director and Chief Technology and Information Officer at LPL Financial, a company with 14027 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Greg Gates.

Greg Gates previously worked as Managing Director and Chief Technology & Information Officer at Lpl Financial and Charlotte CIO Advisory Board Member at Charlottecio. Greg Gates holds Be, Biomedical Engineering from Vanderbilt University.

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Email format at LPL Financial

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LPL Financial

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Profile bio

About Greg Gates

I have the privilege of leading technology and serving on the management team at LPL Financial, a company dedicated to delivering world-class technology, products, and services to advisors so that they can take care of their clients. Throughout my career, I’ve focused on the application of technology to solve business challenges on a global scale. I have transformed advisor and investor front end experiences, launched digital transformation for both businesses and consumers, created innovative omni-channel experiences, redefined operations and customer service, and delivered solutions that powered explosive growth at multiple companies. I am known as a catalyst for change in business processes and technical execution to deliver quantifiable outcomes, and operate as a servant leader who builds high performing teams. My experience with large industry leaders such as PayPal and Bank of America has given me the opportunity to develop a diverse set of skills leading global teams and transforming businesses and outcomes. I have expertise creating enterprise strategy, program management and agile delivery, product development & management, customer centric practices, security & risk management, and highly scalable and resilient infrastructure. As a leader, I create and develop teams that demonstrate world class engagement and cultural alignment, and execute a management system that transparently delivers predictable and rapidly increasing software deployment. I develop strategic roadmaps that are inspiring and drive business growth, and implement a governance structure that delivers breakthrough results for customers. I deliver complex portfolios and platforms and implement solutions on modern architecture that deliver world class availability and scalability. I lead teams build strong security principles into products on internal and cloud technology infrastructures.The teams I lead are known for their ability to build relationships across organizations. While managing a transformative portfolio of products and technologies, I am a champion of diversity and inclusion, and take pride in developing the next generation of leaders.I effectively communicate to and influence various constituencies: employees, customers, peers and boards. I take a data driven approach to create long term value and make decisions that align to clear outcomes. The teams I have developed are accountable and deliver transformational results with pace and quality. I have enjoyed serving on technology advisory boards, notably Pega Systems and Avaya.

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Greg Gates's current company

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LPL Financial
Lpl Financial
Group Managing Director and Chief Technology and Information Officer
Charlotte, NC, US
Website
Employees
14027
AeroLeads page
6 roles · 27 years

Greg Gates work experience

A career timeline built from the work history available for this profile.

Group Managing Director And Chief Technology And Information Officer

Charlotte, NC, US

Managing Director And Chief Technology & Information Officer

Current

I lead the Technology team at LPL Financial, focused on delivering solutions to Advisors so that they can take care of their Clients. Responsibilities include front end product development and architecture, middle & back office products and services, quality engineering, employee products, security, data center and networking teams.

Dec 2018 - Present

Charlotte Cio Advisory Board Member

Current

Charlotte, North Carolina, United States

Oct 2022 - Present

Vice President - Product Management And Enterprise Operations Engineering

Led the creation and delivery of product roadmaps and engineering execution as part of the PayPal strategic roadmap. Delivered proactive customer care program that orchestrated cross-channel proactive customer experiences for customer service. Transformed Merchant and Consumer disputes and help experiences across web and mobile experiences, and delivered.

Oct 2011 - Dec 2018

Senior Vice President

As the contact center voice application technology development executive delivered the integration solution for Bank of America mergers with Merrill Lynch and Countrywide while improving customer experience and stability. Responsible for customer service channel technology supporting the Consumer Bank, the Card organization, and Wealth Management. Improved.

2002 - Oct 2011

Senior Consultant

Keane, Inc.

Led critical work for customers in the manufacturing, retail, energy, and government sectors. Responsibilities ranged from business analysis and development management of critical manufacturing sales and design applications, establishment and management of enterprise project management practices and polices, and audit of delivery capabilities.

1999 - 2002 ~3 yrs
Team & coworkers

Colleagues at LPL Financial

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5 education records

Greg Gates education

Leadership On The Edge Program

Center For Creative Leadership

Emerging Leader Program

Bank Of America

Education record

Ebay Leadership Development Program (Leadership Ebay)
FAQ

Frequently asked questions about Greg Gates

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What company does Greg Gates work for?

Greg Gates works for LPL Financial.

What is Greg Gates's role at LPL Financial?

Greg Gates is listed as Group Managing Director and Chief Technology and Information Officer at LPL Financial.

Where is Greg Gates based?

Greg Gates is based in Charlotte, North Carolina, United States while working with LPL Financial.

What companies has Greg Gates worked for?

Greg Gates has worked for Lpl Financial, Charlottecio, Paypal, Bank Of America, and Keane, Inc..

Who are Greg Gates's colleagues at LPL Financial?

Greg Gates's colleagues at LPL Financial include Brian A. Martin, Николай Утегенов, Dawn Jerido, Joshua Hall, and Nancy Mercon.

How can I contact Greg Gates?

You can use AeroLeads to view verified contact signals for Greg Gates at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Greg Gates attend?

Greg Gates holds Be, Biomedical Engineering from Vanderbilt University.

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