Jan 2, 2020
As a Transition Representative, Therese works with financial advisors and their teams to onboard with LPL. She also works closely with the Business Development and Compliance departments to ensure smooth team transitions. Prior to joining NewEdge Advisors, Therese...
Jan 2, 2020
As a Manager of Transitions, Melissa assists NewEdge Advisors’ teams with all aspects of their transition process. She has over 12 years of experience in the transitions industry and prior to joining NewEdge, she was an Operations/Financial Advisor for an Independent...
Jan 2, 2020
As Manager of Transitions, Melissa is the primary point of contact for transitions, assisting new Advisor teams with onboarding NewEdge Advisors. She has over 12 years of industry experience. Before joining NewEdge, she worked in various roles at Charles Schwab and...
Jan 1, 2020
As Manager of Transitions, Karen assists advisors with all aspects of their transition to NewEdge Advisors. She has over seven years of experience in onboarding and 15 years in financial services. Prior to joining NewEdge, Karen was an Onboarding Consultant with LPL...
Jan 1, 2020
As Assistant Transition Manager, Chelsey assists new advisor teams with onboarding to NewEdge Advisors, NewEdge Wealth, and NewEdge Securities. She has over 12 years of experience in the financial services industry. She works closely with compliance, operations, and...
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