Nerd alert. Every morning at 6 a.m. I get up to work on spreadsheets. My own spreadsheets. I love spreadsheets. I love the way a spreadsheet takes simple mathematical, organizational or financial data andwith the click of a button transforms that data into information you can use. At EDA, I work with the technology at hand --essentially, spreadsheets on steroids-- to create and streamline the processes that better serve clients and help them pursue their financial goals.
An operations expert, I work behind the scenes at EDA to execute the management of accounts, including opening and closing accounts, money movement requests and account updates. My tools include our Customer Relationship Management (CRM) system and LPL proprietary back office system, Client Works, the technology platforms I use to make sure our client accounts are accurate and updated and our online communication channels with clients stay open.
I’m a 20-year veteran of the financial services industry. I began my career as a receptionist and assistant print operator for Bear Stearns in San Francisco on the Pacific Coast Options Exchange, where I moved on to the Operations Department and eventually became a Relationship Manager for hedge fund owners. Before joining LPL Financial, I worked as a Cashiering Specialist and Insurance Services Coordinator at First Allied Securities. While working full-time, I served nine years in the Army Reserves and was honorably discharged as a platoon sergeant with the rank of Staff Sergeant (E-6) in 2018.
I’m not just an operations nerd. I also love reading comic books and riding my vintage BMW motorcycle and vintage Vespa scooter to see live music with friends. A native of Coronado, I have two children and currently live in San Diego.
Armand DeCesare is an LPL employee and is part of the Admin Solutions program that supports multiple advisors' businesses.