Mary Howard is currently the Director of Business Transitions at Private Client Services. Prior to this role, Mary held various positions at LPL Financial such as Vice President of New Client Onboarding, Assistant Vice President, Senior Project Manager, Recruiting Specialist, and Senior Account Manager of Transition Services. With a B.A. in Consumer Affairs from California State University, Long Beach, Mary has a wealth of experience in leading teams, managing client transitions, and providing onboarding support to advisors.
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