Brett Munson in

Brett Munson

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Principal Supervisor at LPL Financial
📍 Salt Lake City, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
17 Years
Current Role
Principal Supervisor
Job Level
Mid-senior
Location
Salt Lake City, Utah, United States
Personality Overview

How Brett shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brett cares about

Strategic Priorities
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Career

Work history

10-2024
Principal Supervisor
LPL Financial
8-2023 - 5-2024
VP Margin Lending
Goldman Sachs
4-2019 - 2-2023
Chief Compliance & Operations Officer
Lone Peak Advisers (RIA) & Transitional Broker (BD)
2016 - 11-2018
VP – OPERATIONS, CLIENT ADVISORY CENTER
Morgan Stanley
2014 - 2016
VP - RISK OFFICER, SERVICE REVIEW UNIT
Morgan Stanley
In the press

Media appearances

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Education
Bachelor of Arts
UC San Diego
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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