Vice President Wealth Manager Operations@ LPL Financial
Kansas City Metropolitan Area
Regina Campbell
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FlashIntel GPTRegina Campbell is a highly experienced Operations Executive with 16 years of leadership experience in the financial industry. She is known for her effective communication and analytical thinking, as well as her ability to develop and supervise in fast-paced environments. Regina has a proven track record of leadership and employee development. She has held various positions at Waddell & Reed, including Vice President of Wealth Manager Operations and Vice President of Broker Dealer Operations. Regina is based in the United States and has a strong background in mutual funds, financial services, investments, and management.
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About
High energy Operations Executive with 16+ years of leadership experience in the financial industry. Effective communicator and analytical thinker with proven ability to develop and supervise in fast-paced environments. Operations expert with unmatched skills in leadership and employee development.
Work Experience
Vice President Wealth Manager Operations
Financial Services
Regina Campbell's Professional Milestones
- New Business Associate (1995-10-01~1996-11-01): Expanding market presence and increasing sales by implementing targeted sales strategies.
- Director Of Operations | Client Services (2008-12-01~2013-08-01): Streamlined client services operations, optimizing efficiency and delivering exceptional experiences for satisfied clients.
Education
Marketing,
Business Management
2005-01-01-2009-01-01Skill
Mutual Funds
Financial Services
Investments
Management
Relationship Management
Process Improvement
Operations Management
Training
Risk Management
Leadership
Series 7
Customer Service
Insurance
Wealth Management
Retirement Planning
Strategic Financial Planning
Series 63
Securities
Financial Planning
Business Process Improvement
Microsoft Excel
Certification
Colleagues
Shraddha Pandey
Trading Product Owner
Rene "Blue" Ornelas
owner bluerock investment services
Chad Hall
project management pmp | agile delivery safe practice consultant - spc rte scrum master - csm product owner - popm | process improvement | program portfolio management | problem solver
William Poulter
Owner | Founder | Pulter Investment Advisors | LPL Registered Representative
Tim McCarthy
Affiliate | Owner
Other Named Regina Campbell
Frequently asked questions
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Regina Campbell works for LPL Financial
Regina Campbell's role in LPL Financial is Vice President Wealth Manager Operations
Regina Campbell works in the industry of Financial Services
Regina Campbell's colleagues are Shraddha Pandey,Rene "Blue" Ornelas,Chad Hall
Regina Campbell's latest job experience is Vice President Wealth Manager Operations at LPL Financial
Regina Campbell's latest education in Baker University
