Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Anne Crabtree

Charlotte

Summary

Steadfast Project Manger with expertise in transitioning multi-million dollar institutions and advisor networks onto LPL's broker dealer platform. Professional with strong leadership skills and proven track record in project management. Effective team collaborator with focus on achieving results and adapting to changing needs. Known for reliability, integrity, and effective project management.

Overview

18
18
years of professional experience

Work History

AVP / Senior Project Manager, Business Transitions

LPL Financial
09.2013 - Current
  • Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time.
  • Led cross-functional teams to deliver successful projects on time, enhancing company reputation in the industry.
  • Develop comprehensive project plans, identifying risks and mitigation strategies for timely completion.
  • Established effective communication channels with stakeholders to ensure transparency and alignment of expectations by creating and sharing project plans & progress to key stakeholders and project contributers.
  • Developed strong business relationships across the enterprise to enable a strong mutual understanding of risks and opportunities while also achieving close alignment on business needs.
  • Adapt quickly to unexpected challenges encountered during project execution, working with project team members to devise creative solutions without compromising objectives.
  • Conduct post-project evaluations to identify areas of improvement and implement corrective actions for future transitions.
  • Coach newly hired project managers, fostering professional growth and knowledge sharing.

Integration Manager, Transition Services

LPL Financial
08.2012 - 08.2013
  • Responsible for onboarding Independent Advisors to LPL Financial.
  • Worked closely with our Compliance Department on obtaining compliance approvals to join and completing compliance required deliverables.
  • Managed onboarding project timelines and deliverables, ensuring alignment with organizational goals.

Manager, Retirement Operations

LPL Financial
09.2007 - 04.2012
  • Managed and oversaw Retirement Operations Team including hiring, coaching and evaluating 15-20 staff members.
  • Audited work of the unit on a monthly basis to ensure the highest levels of quality were maintained.
  • Developed unit reporting with respect to staffing, production and backlog.
  • Wrote and administered mid year and year end performance appraisals.
  • Participated in conversion related projects acting as subject matter expert for retirement operations.

Education

Bachelor of Science - Sociology

College of Charleston
Charleston SC
05-1997

Skills

  • 17 years’ experience in various management and project management roles
  • Strong analytical and project management skills associated with converting institutions and independent financial teams
  • Demonstrated leadership in a team environment
  • Adept to coordinating multiple activities under pressure
  • Strong industry acumen, self-starter and the ability to work with minimal supervision
  • Highly motivated and able to adapt to changing priorities

Accomplishments

    Since beginning my role as a project manager within Business Transitions I have transitioned 25 Financial Institutions bringing over 6B in assets to our broker dealer. I've also transitioned 10 large advisor networks moving close to 3B in assets.

Timeline

AVP / Senior Project Manager, Business Transitions

LPL Financial
09.2013 - Current

Integration Manager, Transition Services

LPL Financial
08.2012 - 08.2013

Manager, Retirement Operations

LPL Financial
09.2007 - 04.2012

Bachelor of Science - Sociology

College of Charleston

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Anne Crabtree