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Aneri Jambusaria

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Aneri Jambusaria

Managing Director, Business and Wealth Solutions | LPL Financial

San Diego, California, United States

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Aneri Jambusaria

Summary

Aneri Jambusaria is a seasoned executive in the financial services industry, currently serving as the Head of Business and Wealth Solutions at LPL Financial. With a robust background in financial planning, fintech, and management consulting, she is dedicated to empowering advisors and financial institutions to achieve their unique visions of success. Aneri has held several pivotal roles at LPL Financial and Fidelity Investments, showcasing her strategic acumen and leadership capabilities. She is passionate about the intersection of design thinking and technology, believing in the transformative power of innovative financial solutions. Her commitment to enhancing consumer lives through effective financial planning sets her apart in a rapidly evolving industry. A graduate of Northwestern University's Kellogg School of Management, she combines her academic prowess with extensive hands-on experience to drive impactful results. Outside of work, Aneri is likely to engage in activities that promote professional development and innovation within the financial landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Aneri Jambusaria

Work Experience

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Managing Director, Business and Wealth Solutions at

LPL Financial

March 2023 - Present

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Executive Vice President, LPL Services Group at

LPL Financial

November 2021 - March 2023

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Executive Vice President, Strategy, New Ventures & Analytics at

LPL Financial

April 2020 - November 2021

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Head of Planning Office, Enterprise Strategy & Planning at

Fidelity Investments

January 2019 - February 2020

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Vice President, Strategic Advisers at

Fidelity Investments

March 2016 - December 2018

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Vice President, Fidelity Consulting at

Fidelity Investments

August 2011 - March 2016

💼

Senior Consultant at

Williams Family Enterprises LLC

August 2005 - July 2009

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Aneri Jambusaria

Education

Wharton School, Bs Economics

Frequently Asked Questions about Aneri Jambusaria

What is Aneri Jambusaria email address?

Aneri Jambusaria'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 Aneri Jambusaria work for?

Aneri Jambusaria is a Managing Director, Business and Wealth Solutions at LPL Financial, a company specializing in Monetary Authorities-Central Bank.

Where Aneri Jambusaria graduated from?

Aneri Jambusaria holds a degree in Marketing, Finance, Management & Strategy from Kellogg School of Management.

How can I directly contact Aneri Jambusaria?

To contact Aneri Jambusaria directly, you can use the email address ****************@lpl.com. Complete contact information is available upon registration with Muraena.

Who is Aneri Jambusaria?

Aneri Jambusaria is a seasoned executive in the financial services industry, currently serving as the Head of Business and Wealth Solutions at LPL Financial. With a robust background in financial planning, fintech, and management consulting, she is dedicated to empowering advisors and financial institutions to achieve their unique visions of success. Aneri has held several pivotal roles at LPL Financial and Fidelity Investments, showcasing her strategic acumen and leadership capabilities. She is passionate about the intersection of design thinking and technology, believing in the transformative power of innovative financial solutions. Her commitment to enhancing consumer lives through effective financial planning sets her apart in a rapidly evolving industry. A graduate of Northwestern University's Kellogg School of Management, she combines her academic prowess with extensive hands-on experience to drive impactful results. Outside of work, Aneri is likely to engage in activities that promote professional development and innovation within the financial landscape.

Aneri`s contact details

mail

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

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