LPL Financial has named Aneri Jambusaria as the firm’s new executive vice president of strategy effective Monday, replacing Dimple Shah, one of WealthManagement.com’s Ten to Watch in 2019, who left the company last summer to spend more time with her young family.
Jambusaria will be based out of the firm’s San Diego office and reports to Rich Steinmeier, managing director of business development.
Previously, she worked at Fidelity Investments for nine years, serving most recently as head of the planning office. Prior to that, she was a senior consultant in Deloitte’s financial services practice.
At LPL, she’ll lead the team that assembles market intelligence, analyzes emerging trends and implements long-term strategy for the firm. She’ll also work on some of the firm’s newer initiatives.
