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Aneri Jambusaria
Aneri Jambusaria
Managing Director, Business and Wealth Solutions | LPL Financial
San Diego, California, United States
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.
Aneri Jambusaria
Work Experience
Managing Director, Business and Wealth Solutions at
LPL Financial
March 2023 - Present
Executive Vice President, LPL Services Group at
LPL Financial
November 2021 - March 2023
Executive Vice President, Strategy, New Ventures & Analytics at
LPL Financial
April 2020 - November 2021
Head of Planning Office, Enterprise Strategy & Planning at
Fidelity Investments
January 2019 - February 2020
Vice President, Strategic Advisers at
Fidelity Investments
March 2016 - December 2018
Vice President, Fidelity Consulting at
Fidelity Investments
August 2011 - March 2016
Senior Consultant at
Williams Family Enterprises LLC
August 2005 - July 2009
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
****************@lpl.com
Colleagues
VP, Business Management
AVP, CFO Strategist
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VP of Finance
Vice President, Strategic Consultant, Business Development
Vice President - Product Management
SVP, Information Security Architecture & Engineering
Associate Vice President Workforce Analytics
VP, Product Management & Chief of Staff
Vice President | Client Success - Supervision