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Sejay Shah is listed as Senior Financial Analyst at LPL Financial at LPL Financial, a company with 7900 employees, based in Carlsbad, California, United States. AeroLeads shows a matched LinkedIn profile for Sejay Shah.
Sejay Shah previously worked as Senior Financial Analyst - Capital Management - Treasury at Lpl Financial and Senior Financial Analyst at Lpl Financial. Sejay Shah holds Bachelor Of Business Administration - Bba, Finance, 3.4 Gpa from California State Polytechnic University-Pomona.
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Sejay Shah is a Senior Financial Analyst at LPL Financial at LPL Financial.
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San Diego, California, United States
Maintaining reporting models to provide periodic updates to Sr. Management (daily, weekly, monthly, and quarterly requirements). Assisting with Counter Party Risk Framework using multiple data sources (Alteryx, Excel, and PowerPoint). Building new Excel and Alteryx Models to assist business partners with reporting needs.
San Diego, California, United States
Underwrite acquisition loans for Financial Advisors. Utilize multiple softwares including Alteryx, Excel, Salesforce, etc. Work with multiple departments to provide exceptional customer service for our advisors.
San Diego, California, United States
Process loan documents and disbursements. Answer calls and assist financial advisors with information regarding outstanding loans, 1099s, and amortization schedules.
Pomona, California, United States
Processed and verified insurance documents, licenses, and sale's contracts. Performed other back-end work using CRM software to assist vendors, clients, borrowers, and other departments.
Encinitas, California, United States
Processed withdrawals, deposits and other financial transactions. Assisted loan officers in providing additional services to customers.
Carlsbad, California, United States
Utilized POS software to perform sales, returns, and online orders. Assisted with seasonal changes in merchandise as well as grand openings for new stores.
Other employees you can reach at lpl.com. View company contacts for 7900 employees →
Curtis Burch
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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Valerie Kassab, Cva
Colleague at Lpl Financial
San Diego, California, United States, United States
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Frank Givens, Cpa
Colleague at Lpl Financial
Southaven, Mississippi, United States, United States
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Michael Rous
Colleague at Lpl Financial
St Petersburg, Florida, United States, United States
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Anthony Fairchild
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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Michael Davern
Colleague at Lpl Financial
Lake Zurich, Illinois, United States, United States
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Terry Mclean
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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Arin Glenn
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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Blake Teitelbaum
Colleague at Lpl Financial
State College, Pennsylvania, United States, United States
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Nikki Gordon
Colleague at Lpl Financial
Oceanside, California, United States, United States
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Quick answers generated from the profile data available on this page.
Sejay Shah works for LPL Financial.
Sejay Shah is listed as Senior Financial Analyst at LPL Financial at LPL Financial.
Sejay Shah is based in Carlsbad, California, United States while working with LPL Financial.
Sejay Shah has worked for Lpl Financial, Pcv Murcor, Wells Fargo, Skechers, and Spectrum.
Sejay Shah's colleagues at LPL Financial include Curtis Burch, Valerie Kassab, Cva, Frank Givens, Cpa, Michael Rous, and Anthony Fairchild.
You can use AeroLeads to view verified contact signals for Sejay Shah at LPL Financial, including work email, phone, and LinkedIn data when available.
Sejay Shah holds Bachelor Of Business Administration - Bba, Finance, 3.4 Gpa from California State Polytechnic University-Pomona.
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