LPL Financial said Tuesday that two executives, one from Bank of America and the other from Merrill, have joined its investor and investments solution team.
Cory Triolo will serve as LPL’s executive vice president of user experience and research, a role in which he will oversee the design of web and mobile applications used by advisors and investors. Triolo had headed digital client experience at Bank of America.
Tim Checko has joined LPL as executive vice president of advisor experience and will run the development and management of tech and investment products for LPL advisors. At Merrill Lynch, Checko was managing director of advisor platforms.
“Cory’s track record of building successful platforms across digital banking and wealth management combined with Tim’s expertise delivering products and experiences across wealth management and consumer banking will help LPL continue to deliver innovative advisor and end-client experiences,” Kabir Sethi, managing director and chief product officer at LPL, said in a statement. Sethi joined LPL from Merrill last April.
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