Shawnda Phillips Email & Phone Number
Who is Shawnda Phillips? Overview
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Shawnda Phillips is listed as Consultant @ LPL Financial | FinTech | Cybersecurity | Year Up Alumni | Phi Theta Kappa | Philocalist at LPL Financial, a with 7900 employees, based in Charlotte Metro, 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.
Email format at LPL Financial
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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.
Shawnda Phillips's current company
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Shawnda Phillips work experience
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Wealth Management Client Associate
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.
Customer Success Specialist
-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.
Colleagues at LPL Financial
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Nicholas Franco
Colleague at Lpl FinancialLos Angeles Metropolitan Area, United States
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Brett Rowe, Cfp®
Colleague at Lpl FinancialSan Diego, California, United States
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Thomas Harden
Colleague at Lpl FinancialStaten Island, New York, United States
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Holland Erwin
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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Martin Cunningham, Cfa
Colleague at Lpl FinancialSpringfield, Massachusetts, United States
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Tania Matz
Colleague at Lpl FinancialLeslie, Michigan, United States
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Eva Malone
Colleague at Lpl FinancialUnited States
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Bruce Angel
Colleague at Lpl FinancialHouston, Texas, United States
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Darla Maus
Colleague at Lpl FinancialUnited States
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Shaquayla Surratt
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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Shawnda Phillips education
Certificate, Information Technology
Education record
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 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 Nicholas Franco, Brett Rowe, Cfp®, Thomas Harden, Holland Erwin, and Martin Cunningham, Cfa.
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.
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