Teams at LPL Financial

Leads the enterprise Identity and Access Management organization, strategy, governance, engineering, operations, resilience, and compliance programs. Oversees identity governance, privileged access, authentication, directory services, platform modernization, production support, and Zero Trust initiatives. Partners with technology, risk, compliance, audit, and business leaders while managing a large geographically dispersed organization, budgets, vendors, succession planning, and strategic investments.

Owns enterprise architecture strategy for the Service and Support domain. Defines current, transition, and target-state architectures, capability maps, reference architectures, and modernization roadmaps. Guides CRM, case management, workflow, contact center, integration, data, and AI-enabled service initiatives. Establishes architecture standards, security and cloud guardrails, integration and data boundaries, and modernization strategies. Partners with executives, product, engineering, cybersecurity, and cloud teams while mentoring architects and communicating trade-offs, risks, dependencies, and business value.

Leads strategy, architecture, delivery, and operations for LPL’s core financial data platforms, including transactions, positions, tax lots, pricing, accounting, and held-away assets. Oversees AI-native data engineering, quality, governance, semantic products, secure APIs, AWS modernization, and LPLSQL migration. Partners with risk, compliance, legal, audit, and business teams to ensure regulatory controls. Builds and develops a multidisciplinary organization spanning data engineering, AI, knowledge engineering, data products, and data quality while managing strategic technology vendors.