Mike Cao Email & Phone Number
VP - Institution Business Strategy and Development @ LPL Financial
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Mike Cao Location
- Fort Mill, SC, US
Mike Cao Work
- VP - Institution Business Strategy and Development @ (May 2025 - Present)
- VP, Wealth Omni Senior Digital Strategist, Truist Investment Services @ (March 2022 - May 2025)
- VP -Transformation Manager @ (October 2019 - March 2022)
- VP - Digital Product Manager @ (January 2019 - October 2019)
- VP - Investment Project Manager @ (March 2017 - January 2019)
- Senior Fixed Income Analyst @ (June 2014 - March 2017)
- Preferred Client Services @ (January 2012 - June 2014)
- Trader @ BB&T Investment Services, Inc. (February 2010 - January 2012)
- Contact Center Agent @ (January 2008 - February 2010)
Mike Cao Education
- Appalachian State University
Bachelor's degree (Economics)
2002-2007
Mike Cao Skills
- Microsoft Office
- Series 7
- Series 63
- Series 24
- Series 53
- Trading
- Fixed Income
- TRACE reporting
- Risk Management
- SQL Server Management Studio
- Project Management
- Portfolio Management
- Business Development
- Marketing
- Microsoft Excel
- Customer Service
- Sales
Mike Cao Summary
- Mike Cao, based in Fort Mill, SC, US, is currently a VP - Institution Business Strategy and Development at LPL Financial. Mike Cao brings experience from previous roles at Truist Wealth and BB&T. Mike Cao holds a 2002 - 2007 Bachelor's degree in Economics @ Appalachian State University. With a robust skill set that includes Microsoft Office, Series 7, Series 63, Series 24, Series 53 and more. Mike Cao has 2 emails and 1 mobile phone numbers on RocketReach.
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