Podcast Center
Video Center
Webcasts
Resource Center
Events
June 30, 2014 at 08:00 PM
Independent broker-dealer LPL Financial says Chief Marketing Officer Joan Khoury is leaving the firm and that two executives will step into new roles within its Advisor & Institution Solutions Group. Mimi Bock will become managing director for Client Experience and Training, taking over responsibilities previously handled by Khoury, while Ryan Parker is being tapped as managing director for Investment & Planning Solutions (IPS).
LPL Financial says that most of its existing marketing functions and all of its training teams will be a part of the new CET group. The CMO position held by Khoury has been eliminated, and she will leave the IBD in late August.
These changes come about six weeks after LPL Financial named a new head of its Independent Advisor Services unit: Bill Morrissey. Morrissey replaced Derek Bruton, who left in early-April; Bruton had been a managing director since 2010.
Previously, Bock was executive vice president of Independent Advisor Services business consulting. She joined LPL Financial in 2012 from Morgan Stanley. Parker earlier served as executive vice president of IPS for LPL, which he joined in 2013 from Russell Investments. Khoury joined LPL in February 2012 from Bank of America-Merrill Lynch.
