Crystal Harmon Email & Phone Number
SVP, Product Experience, Investor XD and User Research @ LPL Financial
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Crystal Harmon Location
- Jacksonville, FL, US
Crystal Harmon Work
- SVP, Product Experience, Investor XD and User Research @ (June 2024 - Present)
- Senior Vice President, End-to-End Feedback and Workflows @ (June 2023 - June 2024)
- Senior Digital Director @ (January 2022 - June 2023)
- Director, Client Experience @ (August 2015 - January 2022)
- Vice President, Client Experience and Loyalty @ (May 2011 - August 2015)
- AVP, Lead Advisor @ (May 2008 - May 2011)
- Financial Solutions Advisor @ (January 2005 - May 2008)
Crystal Harmon Education
- Jacksonville University
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
2009-2010 - Florida State University
Finance (General)
2001-2004
Crystal Harmon Skills
- Equities
- Financial Advisory
- Financial Services
- Investments
- Mutual Funds
- Retirement Planning
- Securities
- Series 7
- Strategic Financial Planning
- Wealth Management
Crystal Harmon Summary
- Crystal Harmon, based in Jacksonville, FL, US, is currently a SVP, Product Experience, Investor XD and User Research at LPL Financial. Crystal Harmon brings experience from previous roles at LPL Financial and Bank of America Merrill Lynch. Crystal Harmon holds a 2009 - 2010 Master of Business Administration (M.B.A.) in Business Administration and Management, General @ Jacksonville University. With a robust skill set that includes Equities, Financial Advisory, Financial Services, Investments, Mutual Funds and more. Crystal Harmon has 1 emails and 1 mobile phone numbers on RocketReach.
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