LPL Financial
Ricki Zimmerman is an experienced professional in design and user experience, currently serving as the VP, Director of Advisor Experience Design at LPL Financial since September 2022. In this role, Ricki leads a team focused on creating experiences for advisors to manage clients and performance. Prior to this, Ricki held the position of Director of Experience Design & Strategy at PenFed Credit Union, where responsibilities included retail sales and account servicing. Ricki also served as VP of User Experience at Huntington National Bank, contributing to various sectors such as retail banking and wealth management, and received multiple JD Power Customer Satisfaction awards. Additional experience includes roles at EXPRESS as AVP, Sr. User Experience Designer, and earlier positions at TextbookRush.com, Life Extension, and other organizations. Ricki holds a BA in History of Art from The Ohio State University.
This person is not in any teams
This person is not in any offices
LPL Financial
43 followers
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.