Rob Tannenbaum

Rob Tannenbaum Email and Phone Number

Vice President, M&A Integration at LPL Financial @ LPL Financial
Boca Raton, FL, US
Rob Tannenbaum's Location
Boca Raton, Florida, United States, United States
About Rob Tannenbaum

Executive with vast experience across M&A, strategy, transformation, finance, operations, program management, technology, process improvement, business development, go to market strategies, and driving large scale initiatives. Strengths include developing and leading high performing teams, increasing operational efficiency, optimizing revenue and profitability from both new and existing business models, and developing innovative solutions in both start-up and scaled growth stages. Experience across a number of industries including health care, financial services, consumer products, retail, business services, and technology.

Rob Tannenbaum's Current Company Details
LPL Financial

Lpl Financial

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Vice President, M&A Integration at LPL Financial
Boca Raton, FL, US
Website:
lpl.com
Employees:
14027
Rob Tannenbaum Work Experience Details
  • Lpl Financial
    Lpl Financial
    Boca Raton, Fl, Us
  • Lpl Financial
    Vice President, M&A Integration
    Lpl Financial 2022 - Present
    San Diego, Ca, Us
    Lead complex M&A and large deal integration in support of the firm’s growth strategy.
  • Genesiscare
    Vice President, Project Delivery
    Genesiscare 2020 - 2022
    Sydney, Nsw, Au
    Led program and project portfolio spanning transformation, infrastructure , security, enterprise applications, clinical systems, digital, and M&A integration.
  • Independent Consultant
    M&A Integration Leader
    Independent Consultant 2018 - 2020
    Strategic and pragmatic thought partner for senior executives to solve the most challenging problems across strategy, large scale transformation programs, and M&A Integration.
  • Ntt Data Services
    M&A Practice Leader
    Ntt Data Services 2011 - 2018
    Plano, Texas, Us
    Practice leader for Merger & Acquisition and Divestitures. Led the go to market strategy, practice business development, thought leadership, defining key focus areas, and delivery of services across the entire MA&D life cycle. Held variety of leadership positions for the delivery of strategic consulting solutions from advisory through execution of large strategic and transformational projects. Thought leadership in creation of offering and frameworks for practice and global initiatives including global risk framework for application modernization, business transformation framework, and development of M&A framework for both private equity and corporate strategic clients.
  • Access To Care
    Board Of Directors
    Access To Care 2009 - 2013
    Westchester, Il, Us
    Access to Care is a model, cost–controlling primary health care program specifically targeting low-income, uninsured individuals living in suburban Cook County, Illinois and northwest Chicago.The program is a unique public/private partnership making primary health care and the ancillary pharmacy, laboratory services available to low-income individuals. Access to Care provides affordable diagnosis and treatment for illness to individuals and families for a small co-payment per visit, procedures or prescription medication.
  • Association For Strategic Planning - Chicago
    Board Member
    Association For Strategic Planning - Chicago 2009 - 2011
    The Association for Strategic Planning (ASP) is the premier organization for thought leadership and professional development in strategic thinking, planning and action. ASP members include executives, managers and staff people throughout the private, public and social sectors.
  • Axl Partners, Llc
    President
    Axl Partners, Llc 2008 - 2011
    Founder and President of AXL Partners with a primary focus on strategy, business transformation and M&A for companies, private equity firms and their portfolio companies to improve operating performance, value creation, and drive business results.
  • Ernst & Young
    Sr. Manager Transaction Advisory Services, Operations And Technology Practice
    Ernst & Young May 2007 - Oct 2008
    London, Gb
    Led transaction advisory services and practice business development strategies with private equity and strategic corporate clients for operations and technology due diligence, integration, carve out, and divestiture. Assessed and analyzed risks for clients regarding target company’s key IT and operation business drivers including enterprise level technology strategy, controls, security, disaster recovery, contingency planning, efficiency, staffing, architecture, management, applications, outsourcing, off shoring, governance, EBITDA adjustments, regulatory, risk, and budget management.
  • Hewitt Associates (Aon Hewitt)
    Global Head Of Operations Investment Consulting (Division Coo)
    Hewitt Associates (Aon Hewitt) Jan 2006 - Mar 2007
    London, Gb
    Member of the senior leadership team for the investment consulting practice with 23 offices in 13 countries and over $500 billion in assets under advisement. Core responsibilities included, multinational strategy, business development, oversee the management of cross-border projects, integrate global operations from acquisitions, manage global practice financial management, and manage practice information systems.

Rob Tannenbaum Skills

Strategic Planning Private Equity It Strategy Financial Services New Business Development Business Strategy Due Diligence Mergers And Acquisitions Strategy Business Process Improvement Business Analysis Crm Outsourcing Business Development Strategic Partnerships Change Management Start Ups Executive Management

Rob Tannenbaum Education Details

  • Illinois Tech Stuart School Of Business
    Illinois Tech Stuart School Of Business
    Operations And Technology Management
  • Indiana University Bloomington
    Indiana University Bloomington
    Economics

Frequently Asked Questions about Rob Tannenbaum

What company does Rob Tannenbaum work for?

Rob Tannenbaum works for Lpl Financial

What is Rob Tannenbaum's role at the current company?

Rob Tannenbaum's current role is Vice President, M&A Integration at LPL Financial.

What is Rob Tannenbaum's email address?

Rob Tannenbaum's email address is ro****@****are.com

What is Rob Tannenbaum's direct phone number?

Rob Tannenbaum's direct phone number is +184759*****

What schools did Rob Tannenbaum attend?

Rob Tannenbaum attended Illinois Tech Stuart School Of Business, Indiana University Bloomington.

What skills is Rob Tannenbaum known for?

Rob Tannenbaum has skills like Strategic Planning, Private Equity, It Strategy, Financial Services, New Business Development, Business Strategy, Due Diligence, Mergers And Acquisitions, Strategy, Business Process Improvement, Business Analysis, Crm.

Who are Rob Tannenbaum's colleagues?

Rob Tannenbaum's colleagues are Kyle Knell, Raya Fitch, Jason Smith, Paul Cashman, Breana Wendel, Laura Ruvalcaba, Randy Martin.

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