Mary Howard Email & Phone Number
Director, Business Transitions @ Private Client Services (PCS), Member FINRA, SIPC
Mary Howard Location
Charlotte, NC, US
Mary Howard Work
- 2022 - now Director, Business Transitions @ Private Client Services (PCS), Member FINRA, SIPC
- 2019 - 2022 Vice President, New Client Onboarding @ LPL Financial
- 2015 - 2019 Manager, New Client Onboarding @ LPL Financial
- 2014 - 2019 Assistant Vice President @ LPL Financial
- 2013 - 2014 Sr. Project Manager @ LPL Financial
- 2012 - 2013 Recruiting Specialist @ LPL Financial
- 2006 - 2012 Sr. Account Manager, Transition Services @ LPL Financial
Mary Howard Education
- California State University, Long Beach
B.A. (Consumer Affairs)
Mary Howard Skills
- Securities Regulation
- 401k
- Retirement Planning
- Series 7
- Series 63
- Wealth Management
- Recruiting
- Retirement
- Program Management
- Marketing
Mary Howard Summary
Mary Howard, based in Charlotte, NC, US, is currently a Director, Business Transitions at Private Client Services (PCS), Member FINRA, SIPC. Mary Howard brings experience from previous roles at LPL Financial. Mary Howard holds a B.A. in Consumer Affairs @ California State University, Long Beach. With a robust skill set that includes Securities Regulation, 401k, Retirement Planning, Series 7, Series 63 and more. Mary Howard has 2 emails and 2 mobile phone numbers on RocketReach.
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