LPL Financial
Erin Hicks serves as the Vice President of Institution Client Success at LPL Financial since November 2024. Prior to this role, Erin held the position of Senior Vice President of Client Success & Partnerships at Pure IT Credit Union Services from October 2019 to November 2024, where responsibilities included leading teams for Client Delivery, Channel Relationships, and Business Development to drive revenue and enhance client retention. Erin's earlier experience includes roles such as Organizational Improvement Executive at Sun Community Federal Credit Union, Member Service Representative at Navy Federal Credit Union, and Conversion Analyst at BluPeak Credit Union. Erin's educational background includes an M.B.A. from Point Loma Nazarene University and various certificates in business analysis and web design.
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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.