LittleSis: LPL Financial Services

Relationships Interlocks Giving Data

Leadership & Staff

1 / 2

Michelle Oroschakoff LPL Financial

• Managing Director, Chief Risk Officer

Sallie R Larsen LPL Financial

• Managing Director, Chief Human Capital Officer

Tom Gooley LPL Financial

• Managing Director, Service, Trading, and Operations

Victor Fetter LPL Financial

• Managing Director, Chief Information Officer

David Bergers

• Managing Director, General Counsel

William Morrissey LPL Financial

• Managing Director

Robert Chamberlain

• financial advisor

Matthew J Audette

• CFO

William Dwyer

• President, National Sales & Marketing

Dan H Arnold Former CEO, LPL Financial

• President ('17→Sep '24)*

Board Members

James Putnam CEO, Global Portfolio Advisors

• Board Member

Mick Hellman

• Board Member

Anne M Mulcahy former CEO, Xerox

• Board Member

Allison H Mnookin Former CEO, QuickBase Inc. and former Intuit executive

• Board Member ('18→?)

Mark S Casady LPL Financial

• CEO and Chairman of the Board

Richard P Schifter

• Board Member

John J Brennan President & CEO of The Vanguard Group; Chairman of the Financial Accounting Foundation

• Board Member

James S Riepe Senior Advisor and Retired Vice Chairman, T. Rowe Price Group, Inc.

• Board Member

Paulett Eberhart CEO, CDI Corporation

• Board Member

Viet D Dinh The architect of the Patriot Act; Professor of Law at Georgetown University Law Center

• Board Member

Miscellaneous Relationships

Massachusetts Question 3 MA bathroom bill

• Affiliation

Types	Organization, Business, Private Company
Revenue	1.7 Billion
Website	http://www.lpl.com

LPL Financial Services

Leadership & Staff

Board Members

Miscellaneous Relationships

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