Randell Jackson
Registration Coordinator at LPL Financial | San Diego, California, United States
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Randell Jackson serves as a Registration Coordinator at LPL Financial, where he plays a pivotal role in facilitating the licensing process for insurance, advisory, and securities advisors. With a strong foundation in financial analysis and business analysis, Randell is adept at navigating the complexities of regulatory compliance and ensuring that advisors meet the necessary requirements to operate effectively in a competitive market. His expertise extends to application processing for various advisory programs, including PAA and IPAA, where he meticulously manages data entry and generates departmental correspondence to streamline operations.
In this fast-paced environment, Randell excels in providing exceptional customer service, addressing inquiries from advisors through both phone and written communication. His commitment to process improvement is evident in his ability to identify inefficiencies and implement innovative strategies that enhance the overall workflow. By leveraging his skills in risk management and underwriting, he ensures that all applications are thoroughly vetted and compliant with industry standards.
Randell's proficiency in Microsoft Office further supports his role, allowing him to create detailed reports and documentation that aid in decision-making processes. His proven history of success in program management highlights his capability to oversee multiple projects simultaneously while maintaining a keen eye on quality and accuracy. As a highly motivated professional, Randell Jackson is dedicated to fostering a collaborative environment that empowers advisors to thrive, ultimately contributing to the growth and success of LPL Financial.
Registration Coordinator at LPL Financial in August 2012 to Present
Service Center Representative at LPL Financial in June 2013 to Present
Retirement Specialist at LPL Financial in February 2016 to Present
Onboarding Partner at LPL Financial in August 2019 to Present
Data Acquisition Coordinator at Perr&Knight in August 2007 to April 2012
Subscription Services Coordinator at Perr&Knight in June 2006 to August 2007
Administrative Assistant at Perr&Knight in June 2005 to July 2006
Sales Associate at Staples in September 2001 to June 2005
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Financial Analysis
Business Analysis
Credit
Customer Satisfaction
Customer Service
Data Entry
Microsoft Office
Process Improvement
Program Management
Risk Management
Sales
Underwriting
Software Documentation
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Discover more about LPL FinancialWhat is Randell Jackson email address?
Email Randell Jackson at [email protected]. This email is the most updated Randell Jackson email found in 2026.
How to contact Randell Jackson?
To contact Randell Jackson send an email to [email protected]. (updated on November 04, 2024)
What company does Randell Jackson work for?
Randell Jackson works for LPL Financial
What is Randell Jackson's role at LPL Financial?
Randell Jackson is Registration Coordinator
What is Randell Jackson's Phone Number?
Randell Jackson's phone (213) ***-*219
What industry does Randell Jackson work in?
Randell Jackson works in the Financial Services industry.
Randell Jackson Email Addresses
Randell Jackson Phone Numbers
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