Shawnda Phillips
AeroLeads people directory · profile

Shawnda Phillips Email & Phone Number

Consultant @ LPL Financial | FinTech | Cybersecurity | Year Up Alumni | Phi Theta Kappa | Philocalist at LPL Financial
Location: Charlotte Metro, United States, United States 4 work roles 2 schools
LinkedIn matched
3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Consultant @ LPL Financial | FinTech | Cybersecurity | Year Up Alumni | Phi Theta Kappa | Philocalist
Location
Charlotte Metro, United States, United States
Company size

Who is Shawnda Phillips? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Shawnda Phillips is listed as Consultant @ LPL Financial | FinTech | Cybersecurity | Year Up Alumni | Phi Theta Kappa | Philocalist at LPL Financial, a company with 7900 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Shawnda Phillips.

Shawnda Phillips previously worked as Associate Consultant at Lpl Financial and Wealth Management Client Associate at Bank Of America Merrill Lynch. Shawnda Phillips holds Certificate, Information Technology from Central Piedmont Community College.

Company email context

Email format at LPL Financial

This section adds company-level context without repeating Shawnda Phillips's masked contact details.

LPL Financial

Review company-level records connected to Shawnda Phillips before choosing the right outreach path.

Profile bio

About Shawnda Phillips

🔍 Welcome to my LinkedIn profile! I am a dedicated and advisor-focused Consultant at LPL Financial, with a passion for delivering exceptional technical and financial support. I excel in leveraging innovative tools and technologies to streamline processes and ensure seamless advisor/client experiences.🚀 My journey has taught me the value of strong leadership and collaboration. In fast-paced environments, I have fine-tuned my skills in adaptation, ensuring I remain agile in the face of challenges. My approach to problem-solving is anchored in empathy, actively listening to others' perspectives to develop effective and innovative solutions. 📈 As I progress in my career, I am eager to make connections across all business areas. I believe that networking with professionals from diverse backgrounds fosters creativity, learning, and growth!🌟So, let's connect and collaborate! If you share an interest in technology, financial services, or simply wish to explore potential synergies, don't hesitate to reach out. I am excited about the possibilities that networking on LinkedIn offers and am committed to contributing positively to our collective professional community.

Current workplace

Shawnda Phillips's current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
Consultant @ LPL Financial | FinTech | Cybersecurity | Year Up Alumni | Phi Theta Kappa | Philocalist
san diego, california, united states
Website
Employees
7900
AeroLeads page
4 roles

Shawnda Phillips work experience

A career timeline built from the work history available for this profile.

Associate Consultant

Current

United States

Feb 2024 - Present

Insurance/Investment Broker

-In my previous role as a Life Insurance/Investment Broker, I gained invaluable experience in building meaningful relationships with clients, understanding their unique needs, and providing them with tailored solutions. -This background has allowed me to develop exceptional networking, sales, and leadership abilities that I carry forward into my journey.

Aug 2021 - Dec 2022

Customer Success Specialist

Charlotte, North Carolina, United States

-Online Banking Associate responsible for account maintenance, fund transfer/deposit, troubleshooting account issues, fraud detection and escalating if necessary.-My experience in financial services/banking has given me a profound appreciation for the significance in safeguarding assets and maintaining trust.

Aug 2020 - Nov 2021
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

2 education records

Shawnda Phillips education

FAQ

Frequently asked questions about Shawnda Phillips

Quick answers generated from the profile data available on this page.

What company does Shawnda Phillips work for?

Shawnda Phillips works for LPL Financial.

What is Shawnda Phillips's role at LPL Financial?

Shawnda Phillips is listed as Consultant @ LPL Financial | FinTech | Cybersecurity | Year Up Alumni | Phi Theta Kappa | Philocalist at LPL Financial.

Where is Shawnda Phillips based?

Shawnda Phillips is based in Charlotte Metro, United States, United States while working with LPL Financial.

What companies has Shawnda Phillips worked for?

Shawnda Phillips has worked for Lpl Financial, Bank Of America Merrill Lynch, Family First Life, and Wells Fargo.

Who are Shawnda Phillips's colleagues at LPL Financial?

Shawnda Phillips's colleagues at LPL Financial include Charlotte Jones, Michael Baldizzi, Serena O'Brien, Sally Werner, and Curtis Burch.

How can I contact Shawnda Phillips?

You can use AeroLeads to view verified contact signals for Shawnda Phillips at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Shawnda Phillips attend?

Shawnda Phillips holds Certificate, Information Technology from Central Piedmont Community College.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Shawnda Phillips you were looking for.

View similar profiles