Balancing Growth and Client Trust with Aneri Jambusaria
Update: 2025-09-04
Description
Today on C-Suite Conversations, Patrick sits down with Aneri Jambusaria, Head of Wealth Management at LPL Financial, the largest independent broker-dealer in the United States. Aneri shares her career journey and the pivotal experiences that have shaped her leadership style, from navigating complexity and scaling innovation to building trust in a rapidly evolving financial industry. Listeners will gain insights into how she leads with clarity, balances strategic growth with client needs, and fosters resilience in a dynamic marketplace.
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