LPL Financial
Claudia Gross, CFE, CAMS has a wealth of experience in financial operations and fraud prevention. Claudia has held various managerial and analyst roles in companies like LPL Financial, TD Ameritrade, and JPMorgan Chase. Claudia has expertise in cost basis analysis, corporate actions, and loss prevention. Claudia is skilled in investigating internal fraud and working closely with compliance and risk teams to prevent financial crimes. At JPMorgan Chase, Claudia served as a Personal Banker, overseeing financial activities for personal accounts and providing excellent customer service.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.