LPL Nabs Wells Fargo Exec

“As the finance landscape is constantly changing, LPL leadership continues to ride this wave of change by evolving our teams to best meet the needs of our advisors and clients. We are confident Katelyn’s expertise will help fast-track our growth and enrich our industry-leading reputation. We are thrilled to welcome her on board,” he said.

Prior to joining LPL, she led business management for the chief administrative office at Wells Fargo, where she also held various enterprise leadership and strategy positions. Shackleton also served as president of Wells Fargo’s cross-enterprise generational diversity networking organization and sat on diversity and inclusion councils, LPL said.

“It is an absolute honor to join LPL in this movement to transform the financial services industry,” Shackleton said. “In a time where personalized financial advice is in higher demand than ever, LPL has done an excellent job of developing its technological capabilities and delivering top-notch services. I am eager to work with our strategy and ventures teams and build on our culture that connects strategy with execution.”

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