Karen Peterson, MBA in

Karen Peterson, MBA

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VP, Data & AI Transformation Lead at LPL Financial
📍 Charlotte Metro, United States

Karen is the VP of Data & AI Transformation at LPL Financial, bringing over 20 years of experience in financial services and FinTech. She focuses on business strategy, operational execution, and transformation. Colleagues describe her as a dedicated, detail-oriented, and pragmatic leader who excels at guiding organizations through complex integrations.

She appears to value efficiency and mindset in both her professional and personal life. Karen shares practical life hacks using AI tools for everyday tasks like meal planning and is reflective on topics of personal growth, resilience, and perspective.

As a freelance consultant, she was retained by attorneys in a litigation case involving a proprietary municipal bond pricing model.

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Experience
1 Years
Current Role
VP, Data & AI Transformation Lead
Job Level
Senior
Location
Charlotte Metro, United States
Personality Overview

How Karen 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 Karen cares about

AI Transformation
Her current role is VP, Data & AI Transformation Lead. She actively posts about shifting team mindsets to achieve meaningful gains from AI.
Operational Efficiency
She holds a Lean Six Sigma certification and has extensive experience automating operations, managing budgets, and integrating teams post-acquisition.
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Career

Work history

11-2025
VP, Data & AI Transformation Lead
LPL Financial
11-2025
Freelance Consultant
Financial Consultant
Head of Business Management, Consultant, FTSE Russell
LSEG (London Stock Exchange Group)
Head of Business Strategy & Integration
LSEG (London Stock Exchange Group)
Global Director, Data Collection
LSEG (London Stock Exchange Group)
In the press

Media appearances

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Education
Master of Business Administration - MBA
University of North Carolina at Charlotte
Bachelor of Science in Business Administration (B.S.B.A)
University of North Carolina at Charlotte
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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