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People · Asset Managers
Devon Abbiate — Client Service Specialist II · Stratos Private Wealth · San Diego, California, United States.
Direct contact
No direct contact on file for Devon yet.
Experience
Business Transitions Partner
LPL Financial · San Diego, California, United States
Sep 2023 – Feb 2025
Assisted new advisors in transitioning their business to LPL Financial by providing support with data entry for account opening, tracking account openings and funding, and setting up additional account features such as trading options and data collection technology. Contributed to the electronic change of broker-dealer project, enhancing form accuracy and process efficiency, laying the groundwork for future full system automation. Served as a subject matter expert in repapering, demonstrating advanced technical knowledge of LPL systems, meticulous attention to detail, and exceptional communication skills.
Education
- W. P. Carey School of Business – Arizona State University — Business Communication · 2019 – 2023
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