Gary Wong
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Gary Wong Email & Phone Number

Corporate Action Analyst at LPL Financial
Location: Phoenix, Arizona, United States 6 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
LPL Financial
Role
Corporate Action Analyst
Location
Phoenix, Arizona, United States
Company size
7900 employees

Who is Gary Wong? Overview

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Quick answer

Gary Wong is listed as Corporate Action Analyst at LPL Financial, a company with 7900 employees, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Gary Wong.

Gary Wong previously worked as Financial Service Professional at Lpl Financial and Senior Specialist, Product Management and Marketing at Charles Schwab. Gary Wong holds Business Management, Global Business from Arizona State University West.

Company email context

Email format at LPL Financial

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LPL Financial

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Profile bio

About Gary Wong

Product Manager specialist with 10 years of financial service expertise as a Registered Financial Representative. I bring a unique perspective to any professional environment. My background in the financial sector and as a product manager allows me to offer insight and advice to improving clients' goals and objectives.Please feel free to reach out if you would like to connect.Certifications: Series 7 and 63

Current workplace

Gary Wong's current company

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LPL Financial
Lpl Financial
Corporate Action Analyst
san diego, california, united states
Website
lpl.com
Employees
7900
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6 roles

Gary Wong work experience

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

Financial Service Professional

Lpl Financial

Arizona, United States

Senior Specialist, Product Management And Marketing

Charles Schwab

Product Manager for premier managed account platform. Supported internal business partners on strategy changes. Engaged in discussion and negotiations with external money managers and RIAs for strategy changes and onboarding.

Jan 2021 - Feb 2024

Client Relationship Specialist

Charles Schwab

Arizona, United States

May 2018 - Dec 2020

Registered Representative

Charles Schwab

Series 7 and 63

Feb 2013 - May 2018

Assistant Manager

The Tjx Companies, Inc.

Arizona, United States

Assistant Manager tasked with store presentation and floor planning strategies.

Aug 2010 - Feb 2012
Team & coworkers

Colleagues at LPL Financial

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

NG Nikki Gordon Nikki Gordon Colleague at Lpl Financial Oceanside, California, United States, United States View → RP Ray Poquette Ray Poquette Colleague at Lpl Financial Wheaton, Illinois, United States, United States View → KF Karen Frankino Karen Frankino Colleague at Lpl Financial Chagrin Falls, Ohio, United States, United States View → SN Satik Nshanyan Satik Nshanyan Colleague at Lpl Financial United States, United States View → PB Philip B. Mayeux Philip B. Mayeux Colleague at Lpl Financial New Iberia, Louisiana, United States, United States View → DW David Waite David Waite Colleague at Lpl Financial Indianapolis, Indiana, United States, United States View → KG Kara Galle Kara Galle Colleague at Lpl Financial Omaha, Nebraska, United States, United States View → SH Steven Hall Steven Hall Colleague at Lpl Financial Charlotte Metro, United States View → CB Cyrus Baluyot Cyrus Baluyot Colleague at Lpl Financial San Diego, California, United States, United States View → DY Ds Yianas Ds Yianas Colleague at Lpl Financial Palatine, Illinois, United States, United States View →
1 education record

Gary Wong education

  • Arizona State University West
    Arizona State University West
    Global Business
FAQ

Frequently asked questions about Gary Wong

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

What company does Gary Wong work for?

Gary Wong works for LPL Financial.

What is Gary Wong's role at LPL Financial?

Gary Wong is listed as Corporate Action Analyst at LPL Financial.

Where is Gary Wong based?

Gary Wong is based in Phoenix, Arizona, United States while working with LPL Financial.

What companies has Gary Wong worked for?

Gary Wong has worked for Lpl Financial, Charles Schwab, and The Tjx Companies, Inc..

Who are Gary Wong's colleagues at LPL Financial?

Gary Wong's colleagues at LPL Financial include Nikki Gordon, Ray Poquette, Karen Frankino, Satik Nshanyan, and Philip B. Mayeux.

How can I contact Gary Wong?

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

What schools did Gary Wong attend?

Gary Wong holds Business Management, Global Business from Arizona State University West.

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