LPL Financial
Melisa Case is an accomplished professional with extensive experience in data analytics and program management. Currently serving as VP of Data and Advanced Analytics at LPL Financial since October 2023, Melisa previously held leadership positions at TriNet from April 2018 to October 2023, including Director of Enterprise Data Analytics. Melisa was instrumental in developing internal business reporting and analytics strategies, managing enterprise data initiatives, and overseeing key project management efforts. Prior roles at State Farm ® involved leading major enterprise initiatives and project management, showcasing strong collaboration with executive teams. Melisa began a career in account management at pii, where responsibilities included product management and client advisory. Melisa holds a BS in TV/Radio Broadcasting and Journalism from St. Ambrose University.
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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.