Daniela Ricaldone Email & Phone Number
Vice President, Annuities and Insurance, Client Growth and Enablement @ LPL Financial
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Daniela Ricaldone Location
- San Diego, CA, US
Daniela Ricaldone Work
- Vice President, Annuities and Insurance, Client Growth and Enablement @ (August 2026 - Present)
- Vice President, Financial Institution, Strategy and Growth @ (September 2024 - August 2026)
- Vice President, Advisor Affiliation Consulting, Advisor Business Strategy @ (July 2023 - September 2024)
- Assistant Vice President, Business Strategy Consultant, Employee Advisor Affiliation @ (November 2021 - July 2023)
- J.P. Morgan Chase Wealth Management, West Division Leadership Team @ (June 2020 - November 2021)
- Financial Advisor, Financial Planning Specialist @ (February 2018 - June 2020)
- Market Administrator @ (September 2016 - February 2018)
- Financial Advisor, Financial Planning Associate @ MG&A Wealth (Hybrid RIA) (October 2014 - September 2016)
- Wealth Strategy Associate @ (February 2014 - July 2014)
- Midwest Region and Chicago Market Administrator @ (February 2010 - February 2014)
- Private Wealth Management, Branch Operations @ (March 2009 - February 2010)
- Midwest Region Administrator @ (March 2008 - March 2009)
- Registered Client Service Associate @ (August 2007 - March 2008)
Daniela Ricaldone Education
- Florida International University
Bachelor of Science
2007 - Boston Institute of Finance
CFP Program
2027
Daniela Ricaldone Skills
- Business Strategy
- Financial Planning
- Leadership
- Moneyguide Pro
- Project Management
- Wealth Management Services
- eMoney Financial Planning Software for Advisors
Daniela Ricaldone Summary
- Daniela Ricaldone, based in San Diego, CA, US, is currently a Vice President, Annuities and Insurance, Client Growth and Enablement at LPL Financial. Daniela Ricaldone brings experience from previous roles at LPL Financial and JPMorgan Chase & Co.. Daniela Ricaldone holds a Bachelor of Science @ Florida International University. With a robust skill set that includes Business Strategy, Financial Planning, Leadership, Moneyguide Pro, Project Management and more. Daniela Ricaldone has 2 emails and 2 mobile phone numbers on RocketReach.
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