Riza Appling
Transition Support Partner M&A at LPL Financial | San Diego, California, United States
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Riza Appling is a highly skilled Transition Support Partner specializing in Mergers & Acquisitions at LPL Financial, where she plays a pivotal role in facilitating seamless advisor transitions and integrations. In her current capacity, Riza leverages her deep expertise in client services, strategic investment, and change management to support both independent and institutional advisors throughout complex onboarding processes. Her primary focus is on delivering comprehensive, in-depth training on LPL’s core technology platforms, ensuring advisors and their staff are equipped with the knowledge and tools necessary to operate efficiently within the LPL ecosystem. Riza’s ability to select the most effective delivery modalities—whether through in-person workshops, virtual sessions, or tailored one-on-one coaching—maximizes engagement and accelerates adoption of new systems.
Her role demands exceptional communication, presentation, and questioning skills, which she employs to clarify technical concepts, address client concerns, and foster collaborative relationships across departments. Riza’s attention to detail in researching and finalizing tasks ensures that all aspects of the transition are meticulously managed, from regulatory compliance to operational workflows. She excels at building trust with advisors, maintaining client account integrity, and creating value through strategic support during critical periods of change. With a results-oriented mindset and a keen focus on value creation, Riza consistently demonstrates leadership in managing change requests, streamlining processes, and supporting business acquisition initiatives. Her expertise not only enhances the advisor onboarding experience but also contributes to LPL’s broader goal of delivering exceptional client service and fostering long-term growth in a competitive financial landscape.
Transition Support Partner M&A at LPL Financial in January 2024 to Present
Account Supervision- Account Review Associate BELIEVE ERG CO-CHAIR at Commonwealth Financial Network in January 2019 to January 2024
Administrative Assistant at Lincoln Harris in December 2017 to February 2018
Customer Service Technical Support at AppleOne Employment Services in August 2017 to December 2017
Reception Administrative Assistant at Ultimate Staffing in December 2014 to January 2017
Account Manager at Payment World in July 2012 to June 2014
Office Assistant at Life Alert in January 2009 to December 2011
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California State University, Los Angeles, Bachelor’s Degree, November 2026
Los Angeles Pierce College, Associate’s Degree, November 2026
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Employee Engagement
Client Communication
Cross-Cultural Communication Skills
Customer Engagement
Strategic Thinking
Salesforce.com
Client Services
Financial Services
English
Banking
Training
Negotiation
Relationship Building
Business Acquisition
Strategic Initiatives
Deadline Oriented
Corporate Development
Strategic Investment
Oral Communication
Strategic Business
Strategic Business Development
Group Presentations
Strategy
Business Relationship Management
Business Development
New Business Development
Customer Relationship Management (CRM)
Sales Processes
Program Management
Value Creation
Mergers & Acquisitions (M&A)
Business Strategy
Project Plans
Organizational Leadership
Talking Points
Executive-level Communication
Assisting Others
Business Process Improvement
Asset Management
Investment Advisory Services
Account Administration
Opening New Accounts
Zoom
Project Implementation
Build Strong Relationships
Team Leadership
Customer Satisfaction
Troubleshooting
Client Requirements
Due Diligence
Regulatory Guidelines
Client Relations
Client Onboarding
KYC Verification
Product Service
Zendesk Customer Service Software
Active Listening
Critical Thinking
Compliance Training
Code of Ethics
Business Communications
Written Communication
Reporting
Relationship Development
Following Up
Documentation
Change Requests
Responsiveness
Telephone Manner
Skilled Multi-tasker
Confidentiality
Customer-Focused Service
Attention to Detail
Problem Solving
Professional Communication
Securities
Phone Etiquette
Creative Problem Solving
Handle Confidential Information
Pivot Tables
Analytical Skills
Research Skills
Regulatory Requirements
Records Management
Business Writing
Organization Skills
Customer Experience
Teamwork
Communication
Customer Service
Advertising
Microsoft Office
Sales
Management
Leadership
Account Management
Microsoft Word
Social Media
Public Speaking
Microsoft Excel
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Discover more about LPL FinancialWhat is Riza Appling email address?
Email Riza Appling at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Riza Appling's email found in 2026.
How to contact Riza Appling?
To contact Riza Appling send an email to [email protected], [email protected], [email protected] or [email protected]. (updated on January 08, 2025)
What company does Riza Appling work for?
Riza Appling works for LPL Financial
What is Riza Appling's role at LPL Financial?
Riza Appling is Transition Support Partner M&A
What is Riza Appling's Phone Number?
Riza Appling's phone (213) ***-*378
What industry does Riza Appling work in?
Riza Appling works in the Financial Services industry.
Riza Appling Email Addresses
Riza Appling Phone Numbers
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