Business
Industry Veteran Amy Philbrook Joins LPL as New Head of Service
Philbrook’s extensive background and deep passion for developing, growing and leading high-performing teams will help LPL drive the best service experience in
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"Philbrook’s extensive background and deep passion for developing, growing and leading high-performing teams will help LPL drive the best service experience in the industry\nSAN DIEGO, Dec. 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) today announced Amy Philbrook has joined the firm as Executive Vice President and Head of Service. Philbrook brings more than 28 years of industry experience and service delivery leadership to LPL. Philbrook’s role will focus on accelerating LPL’s effort to evolve frontline service teams into a modern, proactive and consultative organization. She is based in Fort Worth, Texas and reports to Executive Vice President, Service and Supervision, John O’Neill. Philbrook leads the firm’s service teams spanning advisor service and end-investor support. She also spearheads recruiting and hiring, training, quality assurance, performance management, compensation and career pathing and overall service culture. “We’ve seen recent success in our efforts to deliver an elevated service experience and more efficient response through a new teaming structure, just one way we’re innovating the experience for our clients,” said O’Neill. “Amy’s proven leadership and experience in customer care, service operations and cultural transformation demonstrates she is the right leader to guide LPL into the next phase of our Service transformation – to provide the best service experience possible to our advisors and enterprises.” “I’m thrilled to join LPL and lead the evolution of our Service programs,” said Philbrook. “Taking care of clients is the top priority for any winning business. LPL has a terrific reputation for investing in continuous improvements to take care of its advisors and enterprises so they can take the best care of their clients. I couldn’t be more honored to contribute to that mission and be a part of this talented team.” Philbrook joins LPL from Robinhood where she most recently served as head of Customer Care and Operations Shared Services. She also spent over 25 years at Fidelity in various leadership positions, including in roles overseeing its Core Market Sales, Diversity and Inclusion and Human Resources functions, among other teams. She has been featured in various media outlets for her expertise in creating and attracting a more diverse workforce, tapping into the power of differences...