LPL Financial
Raj Rajeshwar is an experienced Vice President at LPL Financial since August 2021, specializing in Agile Transformation and Intelligent Automation. Previously, Raj served as Vice President of Portfolio Management at Bank of America Merrill Lynch, focusing on regulatory reporting and capital assessments from May 2017 to August 2021. With a comprehensive background in program and project management at various organizations, including TIAA, Wells Fargo, and Ally, Raj has developed skills in legal compliance, anti-money laundering, and technology implementation in financial services. Raj holds an MBA from East Carolina University, an M.S. in Industrial Engineering from the University of South Florida, and a Bachelor of Engineering in Industrial Engineering & Management from RV College of Engineering.
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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.