David Tseng
Vice President Corporate Strategy at LPL Financial | Queens County, New York, United States
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David Tseng serves as the Vice President of Corporate Strategy at LPL Financial, where he leverages nearly a decade of diverse finance experience to shape the firm’s long-term pricing strategy across various product and affiliation channels. His role is pivotal in identifying and capitalizing on pricing opportunities that enhance client experiences, drive sustainable growth, and strategically position LPL Financial as a leader in the Registered Investment Advisor (RIA) space.
In his current capacity, David has been instrumental in developing innovative pricing frameworks that not only reflect market dynamics but also align with the firm’s overarching business objectives. His expertise in financial modeling and competitive analysis enables him to diagnose performance drivers effectively, ensuring that pricing strategies are not only competitive but also tailored to meet the evolving needs of clients. By utilizing advanced analytical tools such as Tableau, alongside his proficiency in Microsoft Excel and PowerPoint, David transforms complex data into actionable insights that inform strategic decisions.
Key projects under David's leadership include the implementation of a comprehensive pricing review process that integrates client feedback and market trends, fostering a culture of continuous improvement. His commitment to driving growth strategies through data-driven decision-making has positioned LPL Financial to respond adeptly to industry challenges while enhancing its value proposition. As David continues to expand his skill set in corporate strategy, he remains dedicated to fostering innovation and excellence within the financial services sector, ensuring that LPL Financial not only meets but exceeds client expectations in an increasingly competitive landscape.
Vice President Corporate Strategy at LPL Financial in May 2022 to Present
Community Impact Finance Manager at J.P. Morgan in May 2021 to May 2022
VP - Private Bank Mortgage CFO at J.P. Morgan in November 2019 to May 2021
VP - Business Finance Manager at J.P. Morgan in January 2016 to November 2019
VP - Strategic Planning and Analysis / Business Management at J.P. Morgan in January 2013 to January 2016
Finance Associate - Rotational Program at JPMorgan Chase in September 2011 to December 2012
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Business Management
Business Analysis
Business Strategy
Pricing Strategy
Strategy Consulting
Strategic Financial Management
Executive-level Communication
Growth Strategies
Financial Modeling
Financial Analysis
Business Development
Financial Reporting
Competitive Analysis
Sensitivity Analysis
Corporate Finance
Retail Brokerage
Strategic Planning
Analysis
Finance
Presentations
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
Pivot Tables
Tableau
Strategy
Data Analysis
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Discover more about LPL FinancialWhat is David Tseng email address?
Email David Tseng at [email protected] and [email protected]. This email is the most updated David Tseng email found in 2026.
What is David Tseng phone number?
David Tseng phone number is +16266528167.
How to contact David Tseng?
To contact David Tseng send an email to [email protected] or [email protected]. If you want to call David Tseng try calling on +16266528167.
What company does David Tseng work for?
David Tseng works for LPL Financial
What is David Tseng's role at LPL Financial?
David Tseng is Vice President Corporate Strategy
What industry does David Tseng work in?
David Tseng works in the Financial Services industry.
David Tseng Email Addresses
David Tseng Phone Numbers
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