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    Xande Wright

    Senior Vice President, Corporate Strategy at LPL Financial

    Xande Wright is the Senior Vice President of Growth Strategy & Execution at LPL Financial, based in Newport Beach, California. He has been in this role since October 2021, where he focuses on developing and refining LPL's long-term strategic aspirations, opportunities, and threats.1 Prior to this position, he served as the SVP Product / Business Owner at LPL Financial from August 2020 to September 2021, contributing to the incubation and launch of new business initiatives aimed at supporting financial advisors.1

    Professional Background::

    • LPL Financial (2020 - Present):
      • SVP Corporate Strategy Lead: Responsible for strategic planning and execution.
      • SVP Product / Business Owner: Involved in launching services to help advisors grow.
    • UBS Wealth Management (2013 - 2020): Held various roles including Director of Experience Strategist and Product Owner, where he focused on digital strategy and client engagement tools. He was instrumental in developing award-winning digital applications for high-net-worth clients.12

    Education::

    • B.A. in Management from Claremont McKenna College (2005 - 2008)
    • B.S. in Industrial Engineering from Columbia Engineering (2008 - 2010).1

    Certifications::

    • Series 7 licensed by FINRA
    • Certified Strategist and Product Strategist from Section4
    • Certificate of Disruptive Strategy from Harvard Business School Online.1

    Wright is described as passionate about client relationships, financial advisory strategies, and execution excellence, embodying a forward-thinking approach to growth in the financial services sector.13

    Highlights

    Sep 26 · theorg.com
    LPL Financial - The Org
    LPL Financial - The Org
    Mar 16 · lpl.com
    [PDF] DRIVE SIGNIFICANT GROWTH - LPL Financial

    Related Questions

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    Xande Wright
    Xande Wright, photo 1
    Xande Wright, photo 2
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    Location

    Newport Beach, California, United States