Directory

>

Laurie Stack

Laurie Stack

Vice President of Business Development | Avantax

Dallas, Texas, United States

View contact details (it's free)

Laurie Stack

Summary

Laurie Stack is a seasoned professional in the financial services industry, specializing in business development and relationship management. With a strong background in compliance and operations, Laurie has consistently demonstrated an ability to foster long-term client relationships while driving business growth. Her leadership experience spans various roles, including Vice President at Avantax and Senior Vice President at LPL Financial, where she successfully led teams to enhance client satisfaction and operational efficiency. Laurie's commitment to excellence is reflected in her extensive involvement with industry associations, where she has contributed as a speaker and committee member. Her academic foundation in Organizational Leadership complements her practical expertise, making her a well-rounded leader in management consulting services. Outside of her professional pursuits, Laurie likely values collaboration and innovation, as evidenced by her history of building effective teams and launching new business lines.

General

Generalist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Laurie Stack

Work Experience

company logo

Vice President of Business Development at

Avantax Planning Partners

Present

company logo

Vice President of Business Development at

Avantax

January 2019 - Present

company logo

Business Relationship Manager | Operations and Service | Compliance | Insurance at

Greater San Diego Area

January 1995 - Present

company logo

Director Of Business Development at

The Wealth Consulting Group

January 2018 - January 2019

company logo

SVP, Head of Relationship Management at

Cetera Advisors LLC

January 2017 - January 2018

company logo

Senior Vice President, Governance Risk and Compliance at

LPL Financial

January 2011 - January 2016

company logo

Senior Vice President, Sales Fullfilment and Operations at

LPL Financial

January 2007 - January 2011

company logo

Vice President of Registration Services at

LPL Financial

January 1995 - January 2007

Logos provided by Logo.dev

Laurie Stack

Education

Forbes School of Business and Technology, Bachelor Of Arts - Ba, Organizational Leadership

Frequently Asked Questions about Laurie Stack

What is Laurie Stack email address?

Laurie Stack's primary email address is ******@avantax.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Laurie Stack work for?

Laurie Stack is a Vice President of Business Development at Avantax, a company specializing in Functions related to depository banking.

Where Laurie Stack graduated from?

Laurie Stack holds a degree in from Forbes School of Business and Technology.

How can I directly contact Laurie Stack?

To contact Laurie Stack directly, you can use the email address ******@avantax.com. Complete contact information is available upon registration with Muraena.

Who is Laurie Stack?

Laurie Stack is a seasoned professional in the financial services industry, specializing in business development and relationship management. With a strong background in compliance and operations, Laurie has consistently demonstrated an ability to foster long-term client relationships while driving business growth. Her leadership experience spans various roles, including Vice President at Avantax and Senior Vice President at LPL Financial, where she successfully led teams to enhance client satisfaction and operational efficiency. Laurie's commitment to excellence is reflected in her extensive involvement with industry associations, where she has contributed as a speaker and committee member. Her academic foundation in Organizational Leadership complements her practical expertise, making her a well-rounded leader in management consulting services. Outside of her professional pursuits, Laurie likely values collaboration and innovation, as evidenced by her history of building effective teams and launching new business lines.

Laurie`s contact details

mail

******@avantax.com

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

Colleagues

avatar
Cfp Andy Watts

President, Avantax Wealth Management

avatar
Michael Kobs

Vice President Enterprise Relationships and Business Consulting

avatar
Michael Molnar

Senior Managing Director | Head of Corporate Development, M&A and Succession Planning

avatar
Mike Hannah

Vice President, Head of Project Delivery & M&A Integrations

avatar
Dan Kocher

VP: Operations and Service Excellence

avatar
David Colby

Regional Director, Enterprise Growth

avatar
Al Prentice

Vice President

View Contact details (it's free)
Request Profile Removal