lpl-financial

(4)
Legend
The Marketer Who Keeps Switching Industries On Purpose
Executive · Operator · Creator

The Marketer Who Keeps Switching Industries On Purpose

She has sold copiers, retirement plans, viral video, stadium sponsorships and ad technology. The through-line is not the product. It is the argument for why the product matters.

christa-carone · lpl-financialRead →
Legend
Joan Khoury and the Long Game of Brand
Executive · Operator · Creator

Joan Khoury and the Long Game of Brand

She has spent 25 years walking into financial firms mid-transformation and doing the unglamorous work: finding the culture, naming it, and getting everyone to own it.

joan-khoury · oppenheimerRead →
Company
LPL Financial
Fintech · Enterprise · Saas

LPL Financial

LPL Financial built a $2.6 trillion business by staying behind the advisor. Now its bet is that scale, open architecture and embedded AI can make independence feel less lonely - without making every practice look the same.

lpl-financial · independent-broker-dealerRead →
Legend
Albert Ko
Executive · Operator · Founder

Albert Ko

Albert Ko is the CEO of Auctane, the Austin-based shipping software powerhouse behind ShipStation, Stamps.com, ShipEngine, and Metapack. A Korean immigrant who arrived in Los Angeles speaking Korean and Farsi but no English, Ko climbed from McKinsey consultant to Yale/Harvard-educated operator who grew Zelle into the largest peer-to-peer payments network by dollar volume — then took the helm at Auctane in June 2023 to bring operational discipline to one of the most consequential companies in global e-commerce logistics.

ceo · auctaneRead →