Armand DeCesare, Jr

Armand DeCesare is an employee of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices.

Located in San Diego, California

Professional Experience

  • Years of LPL Experience:4 years
  • Years of Industry Experience: 25 Years

Prior Experience:

  • First Allied Securities, Inc., Bear Stearns Securities Corp. 

Education and Credentials

  • San Fransisco State University- Bachelor of Arts, History
  • San Diego Mesa College- Associate of Science, Accounting

Skills

  • Account Maintenance - Acct Opening, Move Money, ClientWorks Activities
  • Client Service- Handle Client calls, emails
  • Practice Organization- Acct Cleanup, CRM Maintenance
  • CRM: SalesForce,Redtail, Clientworks

About Me

Armand enjoys listening to live music, hiking and motorcycle riding.

His hobbies include building models, reading, designing spreadsheets and history