Greg Gates

Greg Gates Email and Phone Number

Group Managing Director and Chief Technology and Information Officer @ LPL Financial
Charlotte, NC, US
Greg Gates's Location
Charlotte, North Carolina, United States, United States
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.

Greg Gates's Current Company Details
LPL Financial

Lpl Financial

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Group Managing Director and Chief Technology and Information Officer
Charlotte, NC, US
Website:
lpl.com
Employees:
14027
Greg Gates Work Experience Details
  • Lpl Financial
    Group Managing Director And Chief Technology And Information Officer
    Lpl Financial
    Charlotte, Nc, Us
  • Lpl Financial
    Managing Director And Chief Technology & Information Officer
    Lpl Financial Dec 2018 - Present
    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.
  • Charlottecio
    Charlotte Cio Advisory Board Member
    Charlottecio Oct 2022 - Present
    Charlotte, North Carolina, United States
  • Paypal
    Vice President - Product Management And Enterprise Operations Engineering
    Paypal Oct 2011 - Dec 2018
    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 highly resilient and stable infrastructure for these products. Focused on security roadmap across a wide variety of products.
  • Bank Of America
    Senior Vice President
    Bank Of America 2002 - Oct 2011
    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 customer experience included allowing all customer access to the various suites of products offered by original companies. Formed and built Corporate Real Estate technology organization and its underlying platform. Managed multiple programs in the Corporate and Investment Banking organization. Delivered 5 9’s of stability and world-class levels of customer self-service automation. Delivered overall portfolio and project management process utilized across Bank of America, and managed key change programs in GCIB.
  • Keane, Inc.
    Senior Consultant
    Keane, Inc. 1999 - 2002
    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.

Greg Gates Education Details

Frequently Asked Questions about Greg Gates

What company does Greg Gates work for?

Greg Gates works for Lpl Financial

What is Greg Gates's role at the current company?

Greg Gates's current role is Group Managing Director and Chief Technology and Information Officer.

What schools did Greg Gates attend?

Greg Gates attended Vanderbilt University, University Of Virginia Darden School Of Business, Center For Creative Leadership, Bank Of America, Ebay Leadership Development Program (Leadership Ebay).

Who are Greg Gates's colleagues?

Greg Gates's colleagues are Hannah Honeycutt, Terry Redman Cpa, Cfp®, Julien Gardella, Reggie Robinson, M.ed, Eliza Filpo, Zach Smith, Terry Tang.

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