December 8, 2022

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LPL Financial Hires Cara Dailey as New Chief Data Officer

CHARLOTTE, N.C., Sept. thirteen, 2021 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) announced right now that Cara Dailey has joined the firm as govt vice president, Main Facts Officer, successful Sept. thirteen. She prospects the firm’s Facts and Analytics team in a newly-designed position built to accelerate LPL’s electronic procedures and knowledge management. She stories to Wealthy Steinmeier, LPL handling director and divisional president, Organization Growth.

“Cara brings a depth of expertise top enterprise-wide knowledge management and governance systems and implementation procedures that generate business enterprise and electronic transformation,” Steinmeier explained. “Having worked the two inside of and outside of the fiscal products and services field, she brings new perspectives along with precious expertise to assistance further form the firm’s electronic procedures, knowledge governance and enterprise information and facts management. With Cara’s addition, we obtain a gifted leader to accelerate our knowledge journey and our capacity to leverage knowledge and analytics as a strategic asset across the firm.”

Dailey joins LPL from Silicon Valley Financial institution, in which she was CDO. Prior to that, she was senior director of enterprise knowledge for Nike. She has also held senior-level positions with Financial institution of the West, Standard Electrical and Oracle.

“LPL’s dedication to create a really personalised expertise that fulfills individuals’ wants is a recreation-changer in today’s fiscal products and services landscape,” Dailey explained. “I appear forward to enabling these personalised encounters with trusted knowledge and partnering with my colleagues to supply analytical capabilities to the firm and our consumers.”

Dailey graduated from Marist Faculty with a bachelor’s of science diploma in business enterprise administration and computer science. She also serves as advisory board member to the Women’s Organization Collaborative (WBC) that is centered on the progression of female leaders attaining gender and range parity.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was launched on the basic principle that the firm should do the job for the advisor, and not the other way around. Today, LPL is a leader** in the marketplaces we provide, supporting far more than 19,000 fiscal advisors, 800 institution-centered expense systems and 450 impartial RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Individuals have earned access to objective advice from a fiscal advisor. At LPL, independence usually means that advisors have the freedom they have earned to pick out the business enterprise product, products and services, and technology means that allow for them to run their fantastic practice. And they have the freedom to take care of their consumer relationships, due to the fact they know their consumers very best. Basically put, we take care of our advisors, so they can take care of their consumers.

** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Supplier in the U.S (Based mostly on total revenues, Economic Arranging journal 1996-2021) No. one company of third-bash brokerage products and services to banking companies and credit unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Based mostly on prior business enterprise and represents assets that would have been custodied at LPL Economic, somewhat than third-bash custodians. Reported assets and consumer figures have not been independently and entirely confirmed by LPL Economic.

Securities and advisory products and services supplied through LPL Economic LLC, an SEC-registered broker-supplier and expense advisor. Member FINRA/ SIPC

Through this conversation, the conditions “financial advisors” and “advisors” are applied to refer to registered associates and/or expense advisor associates affiliated with LPL Economic LLC. We routinely disclose information and facts that could be essential to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.

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Media Speak to:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]