David Feeney Email & Phone Number
Senior Vice President, Head of Institution Wealth Partner Strategy @ LPL Financial
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David Feeney Location
- San Diego, CA, US
David Feeney Work
- Senior Vice President, Head of Institution Wealth Partner Strategy @ (June 2024 - Present)
- Senior Vice President, Advisor Affiliation Strategy @ (November 2021 - Present)
- Senior Vice President, Corporate Strategy and LPL Private Client @ (January 2021 - November 2021)
- Senior Vice President, Corporate Strategy @ (September 2018 - January 2021)
- Vice President, Corporate Strategy @ (January 2015 - September 2018)
- Assistant Vice President, Corporate Strategy @ (April 2012 - January 2015)
- Senior Analyst, Business Performance Management @ (December 2010 - April 2012)
- Analyst, Business Performance Management @ (June 2010 - December 2010)
- Financial Analyst @ (September 2008 - May 2010)
David Feeney Education
- UNC Kenan-Flagler Business School
Business Administration (Business)
2005-2008
David Feeney Skills
- Analysis
- Business Analysis
- Corporate Finance
- Data Analysis
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Process Improvement
- Strategic Financial Planning
- Financial Reporting
- Strategic Financial
- Change Management
- Writing
- Accounting
- Work in A Fast Paced Environment
- Insurance
- Vendors
- Tax
- Consideration
- System
- Communication
- Software
- San Diego
- Kenan
- Strong Attention To Detail
- Inventory
- Electricians
- Pharmaceutics
- Deloitte
- Paperwork
- Interviews
- Asset
- Personalities
- Organizational Structure
- QuickBooks
- Streamline
- General Ledger
- Pharmaceutical Industry
- Administrative Experience
- Electrical Contracting
- Resume
- Evaluation
- Written
David Feeney Summary
- David Feeney, based in San Diego, CA, US, is currently a Senior Vice President, Head of Institution Wealth Partner Strategy at LPL Financial. David Feeney brings experience from previous roles at LPL Financial. David Feeney holds a 2005 - 2008 Business Administration in Business @ UNC Kenan-Flagler Business School. With a robust skill set that includes Analysis, Business Analysis, Corporate Finance, Data Analysis, Finance and more. David Feeney has 2 emails and 1 mobile phone numbers on RocketReach.
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