马特Snively, program manager for 元素 财富管理 was recently recognized as a 2018 Program Manager of the Year by LPL Financial, a leader in the retail financial advice market and the leading independent broker/dealer serving banks and credit unions. Snively accepted the award on behalf of his team at LPL’s recent Program Leadership Conference.
Snively was selected from over 240 LPL Financial program managers and honored as a Top Producing Investment Program compared against other programs of the same size.
阿瑟·奥斯曼, LPL executive vice president, Institution 服务 业务 Consulting, 说, “我代表LPL, I applaud Matt for his leadership and management support of 元素 财富管理’s investment program. We are proud to partner with Matt and 元素 财富管理 and support their leadership and vision for a high performing investment program that reaches its full potential.”
LPL Financial’s Institution 服务 channel is the nation’s leading provider of third-party investment services to financial institutions, offering insurance and investment services to over 700 banks and credit unions nationwide. The Institution 服务 offering provides resources, 人性化服务方面, consulting and technology solutions to support bank and credit union wealth management programs.
14th annual Program Leadership Conference is one of the bank and credit union industry’s largest events with more than 240 program managers, advisors and executives in attendance. Focused on practice management insights for institution-based investment and wealth management programs, the conference provides attendees with opportunities to network with peers, hear from industry leaders and share best practices.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. We serve independent financial advisors and financial institutions, providing them with the technology, 研究, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. 成员 美国金融业监管局/SIPC. 保险 products offered through LPL Financial or its licensed affiliates.
