Lee Christopher
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Lee Christopher Email & Phone Number

Sales Leader - Business Growth Strategies | Wealth Management | Business Transformation at LPL Financial
Location: Charlotte, North Carolina, United States 8 work roles 1 school
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Role
Sales Leader - Business Growth Strategies | Wealth Management | Business Transformation
Location
Charlotte, North Carolina, United States
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Who is Lee Christopher? Overview

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Lee Christopher is listed as Sales Leader - Business Growth Strategies | Wealth Management | Business Transformation at LPL Financial, a company with 7900 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Lee Christopher.

Lee Christopher previously worked as Senior Vice President - Strategic Business Development at Lpl Financial and Senior Vice President | Premier Banking Division Director at Truist. Lee Christopher holds Bachelor Of Science - Bs, Finance from Virginia Tech.

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LPL Financial

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Profile bio

About Lee Christopher

I build businesses, equitable, inclusive, and diverse cultures, and high-performing teams. I accomplish this by connecting to company purpose, developing growth strategies, spearheading integration efforts, leveraging tools and engagement models, focusing on the customer experience, and championing talent development and retention initiatives. I held leadership roles in Wealth Management, Sales, Private Financial Management, and Retail Branch Management. I am a highly driven leader who affects positive change and moves things forward with the right people.Career Highlights:Piloted virtual services for clients in key test regions, recruited new Premier Banking leadership, and formed new teams in North Carolina, Texas, and Pennsylvania, which enabled one-on-one client engagement and propelled business growth. Co-led over 250 client facing teammates nationwide, resulting in a significant increase in new deposits and investments.Spearheaded the integration between the Private Banking and Wealth Management businesses in Mid-Atlantic markets and produced a division that exceeded the pre-tax income targets. Built strong advisor engagement through a “beliefs–behaviors–results” leadership philosophy that built a premier banking culture and provided a meaningful way to relate to clients and increase engagement.Developed a compensation strategy that supported company mission and purpose, provided clear expectations for advisors, and increased revenue.

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Lee Christopher's current company

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LPL Financial
Lpl Financial
Sales Leader - Business Growth Strategies | Wealth Management | Business Transformation
san diego, california, united states
Website
Employees
7900
AeroLeads page
8 roles · 28 years

Lee Christopher work experience

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Senior Vice President - Strategic Business Development

Current

Charlotte, North Carolina, United States

Aug 2024 - Present

Senior Vice President | Premier Banking Division Director

Charlotte, North Carolina, United States

  • Spearheaded expansion of the Premier Banking LOB. Built Premier Banking services throughout the Carolinas, Virginia, West Virginia, District of Columbia, Maryland, Pennsylvania, and Texas.
  • Built and piloted virtual services for clients in key test regions. Recruited new Premier Banking leadership and grew new teams in North Carolina, Texas, and Pennsylvania.
  • Grew strong advisor engagement through a “beliefs–behaviors–results” leadership philosophy that helped build the culture of Truist Premier Banking while creating a more meaningful way to relate to the client.
  • Championed the development and implementation of Risk Management services that helped clients gain greater understanding of their financial well-being.
2021 - 2023 ~2 yrs

Senior Vice President | Premier Banking Virtual And Strategy Executive | Channel Director

Charlotte, North Carolina, United States

  • Led new Truist team responsible for the combination of BB&T and SunTrust Mass Affluent businesses at merger.
  • Built the Truist Mass Affluent client service model and Truist Premier Banking by establishing one unified approach to providing advice and service to Truist mass-affluent clients, partnering with legal and compliance.
  • Developed new compensation strategy for Truist Premier Banking that balanced corporate purpose, growth goals, and a clear path to success for teammates.
2020 - 2021 ~1 yr

Senior Vice President | Wealth Group Director

Washington D.C. Metro Area

  • Directed client advisory services across Mid-Atlantic Region (Virginia, District of Columbia, Maryland, and Pennsylvania markets) with responsibility for market profitability and client growth and retention.
  • Spearheaded the merger of BB&T Private and BB&T Wealth LOBs in 2018 in the Mid-Atlantic markets, which led to a division that exceeded target goals.
  • Drove growth of business through direct coaching and one-on-one client calling efforts, generating new fee-based revenues, new portfolio investment assets, new deposits, and credit facilities.
  • Provided guidance, compliance oversight, managed expenses, and ensured appropriate use of corporate resources, resulting in consecutive years of exceeding Net Income goals.
2008 - 2020 ~12 yrs

Vice President | Private Financial Services Development & Implementation Mgr

Winston-Salem, North Carolina, United States

Developed the business case and gained consensus from the Private Financial Services Executive and the BB&T Executive Team for redesign of BB&T Private Banking. Created and led its transformation from a decentralized business model into a centralized, cohesive, corporate line of business.

2005 - 2007 ~2 yrs

Assistant Vice President | Private Financial Services Manager

Charleston, South Carolina, United States

Built and led the first mass-affluent client sales and service team in coastal South Carolina.

2001 - 2005 ~4 yrs

Banking Officer | Retail Branch Management

Charleston, South Carolina, United States

1999 - 2001 ~2 yrs

Trainee | Management Development Program

Winston-Salem, North Carolina, United States

1998 - 1999 ~1 yr
Team & coworkers

Colleagues at LPL Financial

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1 education record

Lee Christopher education

FAQ

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What company does Lee Christopher work for?

Lee Christopher works for LPL Financial.

What is Lee Christopher's role at LPL Financial?

Lee Christopher is listed as Sales Leader - Business Growth Strategies | Wealth Management | Business Transformation at LPL Financial.

Where is Lee Christopher based?

Lee Christopher is based in Charlotte, North Carolina, United States while working with LPL Financial.

What companies has Lee Christopher worked for?

Lee Christopher has worked for Lpl Financial, Truist, and Bb&T.

Who are Lee Christopher's colleagues at LPL Financial?

Lee Christopher's colleagues at LPL Financial include Laura Ruvalcaba, Ray Poquette, Billy Stallone, Daniel Bezanson, and Scott Williams.

How can I contact Lee Christopher?

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What schools did Lee Christopher attend?

Lee Christopher holds Bachelor Of Science - Bs, Finance from Virginia Tech.

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