Daniela Ricaldone Email & Phone Number

Vice President, Financial Institution, Strategy and Growth @ LPL Financial

5 free lookup(s).

Daniela Ricaldone Location

San Diego, CA, US

Daniela Ricaldone Work

2024 - now Vice President, Financial Institution, Strategy and Growth @ LPL Financial
2023 - 2024 Vice President, Advisor Affiliation Consulting, Advisor Business Strategy @ LPL Financial
2021 - 2023 Assistant Vice President, Business Strategy Consultant, Employee Advisor Affiliation @ LPL Financial

2020 - 2021 J.P. Morgan Chase Wealth Management, West Division Leadership Team @ JPMorgan Chase & Co.
2018 - 2020 Financial Advisor, Financial Planning Specialist @ Morgan Stanley
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2016 - 2018 San Diego Complex, Administrator @ Morgan Stanley
2014 - 2016 Financial Advisor, Financial Planning Associate @ MG&A Wealth
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2014 - 2014 Wealth Strategy Associate @ UBS Group AG
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2010 - 2014 Midwest Region and Chicago Complex Leadership Team @ UBS Group AG
2009 - 2010 Private Wealth Management, Branch Operations @ UBS Group AG

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Daniela Ricaldone Education

Boston Institute of Finance
CFP Program
2026
Florida International University
Bachelor of Science
2007

Daniela Ricaldone Summary

Daniela Ricaldone, based in San Diego, CA, US, is currently a Vice President, Financial Institution, Strategy and Growth at LPL Financial. Daniela Ricaldone brings experience from previous roles at LPL Financial, JPMorgan Chase & Co. and Morgan Stanley. Daniela Ricaldone holds a CFP Program @ Boston Institute of Finance. Daniela Ricaldone has 3 emails and 2 mobile phone numbers on RocketReach.

Daniela Ricaldone Emails

Found 3 emails

Daniela Ricaldone Phone Numbers

Found 6 phone numbers

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