Playbook: Team 40
Playbook: Team 40Toll-Free Phone: (888) 575-4742, (press #2, then #40)Email: lplfinancial.service360team40@lpl.comHours of Operation: 8:00am-6:00pm ET
The Team-Based Solution from LPL FinancialService360 is a team-based service solution that provides a personalized single point ofcontact focusing on the qualities that matter most to advisors: Accuracy Consistency Follow-upService360 Features: Dedicated service from a small team who takes exclusive ownership of your service needs The opportunity to establish a personalized working relationship with your Service360 team members A single number to call and a simplified phone menu Quicker, more direct processing of operational requests A single point of contact from start to finish, including issue resolution and follow-upMember FINRA/SIPC
Service360 Team 40 – LeadershipPaul Alt and Shawn Thompson take ultimate responsibility for their team’s delivery of outstanding service.They serve as your primary points of contact in the event a service issue needs to be escalated. In addition,LPL Financial welcomes feedback on how Service360 can better service your firm and support you withachieving your goals.Paul AltTeam ManagerPaul started his financial services career with LPL Financial in 2004, hired initially with UVEST Financial. Prior to managing RIAService360, he managed departments within Direct Operations, Money Desk Receipts and Cash Management. These various roleshave enabled Paul to develop valuable knowledge and contacts throughout LPL, while at the same time strengthening his commitmentto providing a solid customer service experience. Paul is from Charlotte and graduated from University of North Carolina atGreensboro, where he was a NCAA Division I scholarship athlete for the Spartan’s soccer team.Shawn ThompsonTeam SupervisorOriginally from Memphis, TN, Shawn graduated from the University of Memphis with a business degree and laterpursued his financial planning certification from Queens College in Charlotte. He previously worked for The VanguardGroup with High Net Worth clients and joined LPL in 2007 as a Service Center Representative. He was an originalmember of the Service360 pilot team. Shawn is a Professional Boxing judge and enjoys travelling and seeing new sites.Toll-Free Phone: (888) 575-4742, (press #2, then #40)Email: lplfinancial.service360team40@lpl.comHours of Operation: 8:00am-6:00pm ET
Service360 Team 40Rickey RollinsTeam RepresentativeOriginally from New Jersey, Rickey relocated to South Carolina. He received his Bachelor of Science Degree in Business Administrationwith a concentration in marketing from Winthrop University. Rickey maintained a career in retail banking for five years at FirstCitizens Bank and Trust and Founders Federal Credit Union. Rickey began his career at LPL in the Money Desk Operations departmentprior to advancing to the General Service Center.Aaron SchmalfeldtTeam RepresentativeAaron relocated from San Diego to Charlotte. He joined LPL Financial with the General Service Center, bringing knowledge from his timewith Morgan Stanley/Smith Barney. His financial, operational knowledge, and exemplary customer service skills have allowed him toadvance with LPL by joining RIA Service360 Team.Rochelle FarwellTeam RepresentativeRochelle is a graduate of East Carolina University with a BS degree in Criminal Justice. She is currently completing her MBA.Rochelle has 15 years of combined experience in Mortgage (Default Servicing), Commercial and Private Banking. Prior to LPL,worked in the Office of the President for Legacy Asset Servicing (Bank of America) as a Customer Relationship Manager.Labrey BurrisTeam RepresentativeLabrey is a native of Gastonia, North Carolina. Prior to joining LPL, He worked nearly a decade in the financial service industry wit hWells Fargo Advisors. In addition, he has several years of experience in the broadcast communications industry.Toll-Free Phone: (888) 575-4742, (press #2, then #40)Email: lplfinancial.service360team40@lpl.comHours of Operation: 8:00am-6:00pm ET
Service360 Team 40Marie HolderTeam RepresentativeMarie began her career in the Financial Industry with IJL securities in the Commodities Trading Desk. Marie joined Wachovia/FirstUnion as a Customer Service Representative and was promoted to an OSJ coordinator. Prior to joining LPL, Marie worked withDLJ/Direct in several positions including Online New Accounts Manager and as a Select Client Team Representative. Prior to joiningRIA Service360 Team 40, Marie spent a year supporting new advisors joining LPL as a member of the Transition’s Repapering team.Dara StewartTeam Representative.Originally a native of Buffalo, relocated to North Carolina to complete Bachelors of Science in Finance at North Carolina Agriculturaland Technical State University. Before joining LPL, worked at Wells Fargo for several years in an internal and external brokeragesupport role prior to transitioning to the mortgage and refinance industry.Sharon RickettsTeam RepresentativeSharon is originally from Brooklyn New York. Sharon relocated to Charlotte N.C to work with Harris Direct/ E-trade as an accounttransfers specialist . Sharon joined the Institutional Service Platform and support the account transfer process with UVEST/LPL.Sharon joined the Service Team becoming part of the IAS General Service Center. With her wealth of knowledge and strong servicecommitment, Sharon was promoted to RIA Service360.John (J.R.) MahoneyTeam RepresentativeJohn (J.R). is originally from West Virginia, and moved to Charlotte in 2005. Prior to coming to LPL, John worked 10 years for NavyFederal Credit Unions retirement services division. John started his LPL career working in the client services division before joiningService 360 team 40.Toll-Free Phone: (888) 575-4742, (press #2, then #40)Email: lplfinancial.service360team40@lpl.comHours of Operation: 8:00am-6:00pm ET
Service360Service360 team members have been trained to be the single point of contact for the following areas: AdvisoryBrokerageDirect BusinessRetirementsNew AccountsThe following areas will continue to be managed outside of your Service360 Team and can bereached directly or via the Service360 phone menu provided on the next slide: Annuity Order EntryCommissionsCompliance and RegistrationsConference ServicesContinuing EducationEmployer Sponsored Retirement PlansFinancial PlanningMarketingSales and Insurance GroupTechnical SupportTradingToll-Free Phone: (888) 575-4742, (press #2, then #40)Email: lplfinancial.service360team40@lpl.comHours of Operation: 8:00am-6:00pm ET
Service360 Contact InformationService360 Telephone Menu(888) 575-47422 – Service360Team1 - Trading6 – AnnuityOrder Entry3 –TechnicalSupport4 – Compliance& Registration5 – Commissions6 – Sales &Insurance Group7- EmployerPlan Services8 – Marketing9 – AlternativeInvestmentsSelect TeamDepartments managed outside of your Service360 teamthat can be contacted directly:NewAccounts Conference Services: (800) 877-7210, ext. 6800AdvisoryRetirementsYourService360Team 40DirectBusiness Continuing Education: (855) 575-2323 Financial Planning: (800) 877-7210, ext. 6600BrokerageToll-Free Phone: (888) 575-4742, (press #2, then #40)Email: lplfinancial.service360team40@lpl.comHours of Operation: 8:00am-6:00pm ET
Sharon is originally from Brooklyn New York. Sharon relocated to Charlotte N.C to work with Harris Direct/ E-trade as an account transfers specialist . Sharon joined the Institutional Service Platform and support the account transfer process with UVEST/LPL. Sharon joined the Serv
playbook, Offensive Formation playbook, Defensive Formation playbook and Drills click the Database Selector pull down list. Creating a New Playbook File There are two ways to make playbook files. 1. File New Playbook File will start you off with a blank playbook or 2. File Save Playbook
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A sales playbook outlines every step of the sales process to ensure sales efficiency and effectiveness. This example playbook gives you an inside look at what a real playbook for a Sales Development Rep (SDR) or Business Development Rep (BDR) should include. Every playbook is custom to fit business and industry needs, so we don't
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