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Noah Destefano

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Noah Destefano

Vice President | Client Success - Supervision | LPL Financial

Midlothian, Virginia, United States

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Noah Destefano

Summary

Noah Destefano is an accomplished Vice President specializing in Client Success and Supervision at LPL Financial, where he has been instrumental in enhancing client relationships and ensuring compliance within the investment sector. With over a decade of experience in alternative investments and wealth management, Noah has developed a deep understanding of asset allocation and retirement planning. His previous roles have included significant leadership positions, demonstrating his ability to guide teams and drive strategic initiatives. Noah holds an MBA from Averett University, which complements his extensive professional qualifications, including multiple securities licenses. He is passionate about improving client outcomes and leveraging technology to enhance service delivery. Outside of work, Noah is likely to be involved in community initiatives given his background in supervisory roles at financial institutions. His commitment to professional growth and client success sets him apart in the competitive financial landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Noah Destefano

Work Experience

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Vice President | Client Success - Supervision at

LPL Financial

July 2023 - Present

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Registered Principal at

LPL Financial

August 2013 - July 2023

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AVP | Home Office Supervision at

LPL Financial

August 2013 - July 2023

💼

Group Supervisory Specialist at

SunTrust Investment Services, Inc.

May 2007 - August 2013

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Noah Destefano

Education

Averett University, Master Of Business Administration (Mba)

January 2011 - January 2013

Frequently Asked Questions about Noah Destefano

What is Noah Destefano email address?

Noah Destefano'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 Noah Destefano work for?

Noah Destefano is a Vice President | Client Success - Supervision at LPL Financial, a company specializing in Monetary Authorities-Central Bank.

Where Noah Destefano graduated from?

Noah Destefano holds a degree in Mba from Averett University.

How can I directly contact Noah Destefano?

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

Who is Noah Destefano?

Noah Destefano is an accomplished Vice President specializing in Client Success and Supervision at LPL Financial, where he has been instrumental in enhancing client relationships and ensuring compliance within the investment sector. With over a decade of experience in alternative investments and wealth management, Noah has developed a deep understanding of asset allocation and retirement planning. His previous roles have included significant leadership positions, demonstrating his ability to guide teams and drive strategic initiatives. Noah holds an MBA from Averett University, which complements his extensive professional qualifications, including multiple securities licenses. He is passionate about improving client outcomes and leveraging technology to enhance service delivery. Outside of work, Noah is likely to be involved in community initiatives given his background in supervisory roles at financial institutions. His commitment to professional growth and client success sets him apart in the competitive financial landscape.

Noah`s contact details

mail

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

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