Kaitlyn Staudt

Kaitlyn has over 10 years experience in client servicing, gaining account management experience at LPL Financial, TEKSystems, and CE Solutions.

Kaitlyn’s technical knowledge positions her as a skilled specialist in the implementation of client relationship management. 

In her role as a Client Relationship Manager within LPL Fiancnial’s OCIO Consulting Group, Kaitlyn strives to create a collaborative environment with each client to:

• Ensure the best client service experience possible.
• Resolve client servicing issues.
• Be a liaison between the client and the broader LPL Research team.
• Develop deeper individual client relationships.