“Corey is a passionate and strategic leader with a depth of experience designing and delivering client-centric service experiences for a large client base. Importantly, he appreciates the balance between human and digital engagement to do more than just deliver, but delight, clients, and the continuous improvement that requires,” said Semerjian. “As a leader, he has steered diversity recruitment strategies and initiatives on career pathing, incentives and talent management, understanding that great employees power a great advisor experience. Corey will be a tremendous asset to our team and our clients to support our mission and be the industry leader in client care.”
Staten joins LPL from JPMorgan Chase & Co., where he served as managing director, Merchant Services Operations, servicing small business customers. In that role, he helped drive the organization’s digital transformation strategy, making it easier for clients to do business via web and mobile capabilities. Prior to JPMorgan, he held leadership roles at Charles Schwab, including senior vice president, Client Service & Support, and American Express, where he oversaw operational risk and customer care support teams and directed continuous improvement initiatives at scale. Staten earned a bachelor of science in industrial engineering from
“I am honored to join the LPL family and work closely with the talented Care organization employees, all of whom support the quality advisors, RIAs and institutional programs who call LPL home,” said Staten. “LPL has a distinguished history of taking care of its advisors, and I look forward to accelerating our service strategy to make it easier for them to take care of their clients.”
Staten succeeds
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