Verified recordFinancial Services

Tracey L.

Assistant Vice President, Technical Program Leader (m & a Transformation) at Lpl Financial

Based in Charlotte, United States

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Seniority

Other

Department

Other

Location

Charlotte

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

t•••••••@lpl.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Tracey L.

As an Assistant Vice President and Technical Program Leader at LPL Financial, I bring over a decade of experience leading large-scale M&A transformations and integrating complex platforms representing $150B+ in assets under management.My work sits at the intersection of technology, business strategy, and execution; aligning enterprise technology initiatives with business outcomes through disciplined program leadership, Agile delivery, risk management, and operating model design. I specialize in navigating ambiguity, orchestrating cross-functional teams, and driving momentum in high-stakes, regulated environments.Throughout my career, I have contributed to platform modernization efforts, improved delivery velocity, and strengthened cross-functional collaboration, supporting resilient risk management, operational efficiency, and scalable growth. Just as importantly, I’ve built and led high-performing technical program teams, mentoring leaders who are ready to operate at the next level.This work is also what led me to found ThrivePoint Coaching, a leadership and career development practice designed for high-performing professionals who are doing the work but aren’t always getting the visibility, clarity, or influence their results deserve. Through ThrivePoint Coaching, I help professionals translate execution into executive presence, clarify their leadership narrative, and position themselves for meaningful advancement.Whether in the enterprise or through coaching, my focus is consistent: creating clarity, strengthening influence, and driving impact so individuals and organizations can move forward with intention, confidence, and results.

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Tracey L. Email & Phone Number @ Lpl Financial | Kipplo Discover