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Robert R. Email & Phone Number

Senior Business Analyst at LPL Financial
Location: Fort Mill, South Carolina, United States 4 work roles
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✓ Verified May 2026 2 data sources Profile completeness 71%

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Current company
Role
Senior Business Analyst
Location
Fort Mill, South Carolina, United States
Company size

Who is Robert R.? Overview

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Quick answer

Robert R. is listed as Senior Business Analyst at LPL Financial, a company with 7900 employees, based in Fort Mill, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Robert R..

Robert R. previously worked as Assistant Vice President at Lpl Financial and Manager of Performance & Data Recon at Lpl Financial.

Company email context

Email format at LPL Financial

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LPL Financial

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Profile bio

About Robert R.

Robert R. is a Senior Business Analyst at LPL Financial. Colleagues describe him as "Rob is a hard working knowledgeable and persistent individual that won't stop with any answer, he wants to make sure the conclusion is correct and in the best interest of the end client. Rob understands the correlation between the work that he does and the positive, or negative, impact to the client. He has the ability to perform deep dive technical analysis and also has the ability to simplify explanations in plain words so clients can understand. Rob was a valuable member of our team and only left to pursue career advancement opportunities that weren't available in my organization. Thanks Rob!"

Current workplace

Robert R.'s current company

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LPL Financial
Lpl Financial
Senior Business Analyst
san diego, california, united states
Website
Employees
7900
AeroLeads page
4 roles

Robert R. work experience

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Senior Business Analyst

Current

Charlotte, North Carolina Area

Aug 2016 - Present

Manager Of Performance & Data Recon

San Diego, CA

Manage a team of nine individuals responsible for the maintenance of data flow, total invested dollars and performance data within the portfolio accounting system, and daily pricing of all securities within all required systems. Conduct daily and monthly reviews imports and transaction data. Reconciliation of data to the firm’s books and records system and.

Oct 2012 - Oct 2013
Team & coworkers

Colleagues at LPL Financial

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FAQ

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What company does Robert R. work for?

Robert R. works for LPL Financial.

What is Robert R.'s role at LPL Financial?

Robert R. is listed as Senior Business Analyst at LPL Financial.

Where is Robert R. based?

Robert R. is based in Fort Mill, South Carolina, United States while working with LPL Financial.

What companies has Robert R. worked for?

Robert R. has worked for Lpl Financial and Lpl Financial Services.

Who are Robert R.'s colleagues at LPL Financial?

Robert R.'s colleagues at LPL Financial include Jessica M., Ryan Popat, Chandramohan Palaniappan, Kane Vines, Cfp®, Crpc®, Apma®, and Tom Mitchell, Aams®, Ppc®.

How can I contact Robert R.?

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