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Aams Cws Derek Nisleit

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Aams Cws Derek Nisleit

Vice President, Advisory Operations & Business Initiatives | LPL Financial

San Diego, California, United States

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Aams Cws Derek Nisleit

Summary

Aams Cws Derek Nisleit is a seasoned executive with a strong track record in sales operations and wealth management. Currently serving as the Vice President and Director of Sales Operations at LPL Financial, he has progressively advanced through various leadership roles within the organization since 2014. His expertise spans across asset allocation, financial advisory, and wealth management, underpinned by his certifications including Series 7 and Series 66. A graduate of California State University San Marcos with a Bachelor's Degree in History, Derek combines analytical skills with a deep understanding of the financial services industry. His commitment to client success is evident in his leadership style, which emphasizes collaboration and innovative problem-solving. Derek's experience in a large corporate structure positions him as a key player in driving business growth and operational efficiency. Outside of work, he is likely to engage in community initiatives, reflecting a well-rounded professional persona.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Aams Cws Derek Nisleit

Work Experience

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Vice President, Advisory Operations & Business Initiatives at

LPL Financial

September 2023 - Present

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Vice President, Divisional Manager - Wealth Consulting at

LPL Financial

October 2022 - September 2023

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AVP, Divisional Manager at

LPL Financial

March 2020 - October 2022

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Wealth Management Consultant at

LPL Financial

July 2018 - March 2020

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Internal Advisory Consultant - Northern California at

LPL Financial

May 2017 - July 2018

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Associate Service Consultant at

LPL Financial

March 2014 - May 2017

Aams Cws Derek Nisleit

Education

California State University San Marcos, Bachelor's Degree

January 2009 - January 2013

Frequently Asked Questions about Aams Cws Derek Nisleit

What is Aams Cws Derek Nisleit email address?

Aams Cws Derek Nisleit's primary email address is ************@lpl.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Aams Cws Derek Nisleit work for?

Aams Cws Derek Nisleit is a Vice President, Advisory Operations & Business Initiatives at LPL Financial, a company specializing in Monetary Authorities-Central Bank.

Where Aams Cws Derek Nisleit graduated from?

Aams Cws Derek Nisleit holds a degree in History from California State University San Marcos.

How can I directly contact Aams Cws Derek Nisleit?

To contact Aams Cws Derek Nisleit directly, you can use the email address ************@lpl.com. Complete contact information is available upon registration with Muraena.

Who is Aams Cws Derek Nisleit?

Aams Cws Derek Nisleit is a seasoned executive with a strong track record in sales operations and wealth management. Currently serving as the Vice President and Director of Sales Operations at LPL Financial, he has progressively advanced through various leadership roles within the organization since 2014. His expertise spans across asset allocation, financial advisory, and wealth management, underpinned by his certifications including Series 7 and Series 66. A graduate of California State University San Marcos with a Bachelor's Degree in History, Derek combines analytical skills with a deep understanding of the financial services industry. His commitment to client success is evident in his leadership style, which emphasizes collaboration and innovative problem-solving. Derek's experience in a large corporate structure positions him as a key player in driving business growth and operational efficiency. Outside of work, he is likely to engage in community initiatives, reflecting a well-rounded professional persona.

Aams`s contact details

mail

************@lpl.com

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