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 acted as an Onboarding Consultant with LPL Financial for eight years. Before transitioning to the financial services industry, Therese was a licensed real estate and acted as an agent, mentor, recruiter, and transition manager with Windsor Capital Mortgage.
Therese was born in Wellington, New Zealand, and currently lives among the redwoods in Trinidad, CA. In her free time, she enjoys gardening, hiking, art, and spending time with her family.