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Jennifer M.

Jennifer M.

Marketing Strategist at LPL Financial

San Diego, California

Entrepreneurial results-driven marketer with a strong background in financial services. Significant experience in strategic planning and creating innovative solutions. Background in leading cross-functional teams and managing multiple complex projects effectively. A trusted leader known for offering fresh ideas and unique approaches, providing collaborative support, and continuing to raise the bar of an established standard of excellence. Highly capable of developing and maintaining crucial business relationships with extensive experience creating and delivering presentations to senior executives.

Proficient in MS Office Suite; Keynote; Adobe Creative Suite (Illustrator, InDesign, Photoshop, Dreamweaver); Salesforce; Eloqua; HubSpot; Marketo; NetSuite CRM; Qualtrics Marketing Research Software; Cvent, GreenRope

Formerly Series 7, 63, 66 licensed


  • Director of Marketing & Programs (CONNECT)
  • Vice President, Senior Marketing Strategist - Wealth Markets (Union Bank)
  • Senior Marketing Consultant (LPL Financial)
  • Instructor (barre3)
  • Marketing Strategist (LPL Financial)


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