As Administrative Assistant to Erik, Reena Kumar manages all aspects of the practice. This
includes reviewing the new business workflow, working with underwriting, maintaining client
records, and implementation of compliance procedures, managing the movement and tracking
of assets and providing ongoing client service and support. Reena understands the industry and
the day-to-day operations of the practice and is dedicated to providing the best client service
experience possible.
Prior to joining LPL, she worked in an administrative role for Fisher Financial Services. She joined
LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.
Reena received a Bachelor of Science in Math and Statistics and a Master of Business
Administration. She brings extensive experience from a variety of industries, which enables her
to be proactive, versatile and process oriented.