LPL Financial
Diana Flanagan is an accomplished professional with extensive experience in business development and strategic partnerships within the financial services industry. Currently serving as Vice President of Institutional Business Development at LPL Financial since January 2025, Diana focuses on building collaborations with insurance companies, asset managers, and retirement plan providers to enhance client value through technology and services. Prior roles include Director of Business Development at Ladder Insurance, where efforts centered on financial services partnerships, and a strategic consultant at BlackRock, specializing in technology activation and marketing for wealth management. Additionally, Diana has held positions at Watermark promoting gender parity, and in various capacities at Putnam Investments and J.P. Morgan Asset Management. A Boston College graduate with a Bachelor of Science in Finance and Marketing, Diana's background combines a strong educational foundation with a commitment to professional development in leadership initiatives.
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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.