​CLIENT SERVICES CONSULTANT

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Charlene started in the financial industry working for LPL Financial in 2008 and has worked in financial services serving clients for over 15 years. Charlene brings a wealth of experience to her role, ensuring excellent client service and optimal utilization of resources to drive organizational success.

 

Charlene relocated from San Diego to South Carolina in 2016 and when she is not at work, she enjoys spending time volunteering at the local Humane Society and taking weekend road trips to explore the South