10 LPL Financial IT leaders
Greg Gates, Group Managing Director and Chief Technology & Information Officer at LPL Financial, opens this list of LPL Financial IT leaders, alongside technology SVPs and heads of database platforms, lending technology and service center technology. A reader can learn how IT leaders work at LPL Financial from people who have held the role.
Professionals to explore
Gabriel Rodriguez
LinkedInExperience: SVP of Technology · LPL Financial
Gabriel Rodriguez has been SVP of Technology at LPL Financial since May 2025, based in Charlotte, North Carolina, and was VPII of Software Engineering there from 2023 to 2025. Gabriel Rodriguez was Director, Head of U.S. Intermediary Technology Architecture and Solutions at Vanguard from 2017 to 2023 and Vice President, Investment Research Systems at Wellington Management from 2011 to 2017.
Giri Vattikonda
LinkedInExperience: Head of Technology Foundations and Growth · LPL Financial
Giri Vattikonda was Head of Technology Foundations and Growth at LPL Financial from 2023 to 2026, a role the listing describes as accountable for enterprise foundational technology, including Digital Workplace. Giri Vattikonda was Chief Information Office, CARE and Technology Delivery Transformation at LPL Financial from 2021 to 2023 and Senior Vice President - Transformation Leader there from 2020 to 2021.
Greg Gates
LinkedInExperience: Group Managing Director and Chief Technology & Information Officer · LPL Financial
Greg Gates has been Group Managing Director and Chief Technology & Information Officer at LPL Financial since December 2018, and the headline reads Group Managing Director, Chief Product & Technology Officer at LPL Financial. Greg Gates was Vice President - Product Management and Enterprise Operations Engineering at PayPal from 2011 to 2018 and Senior Vice President at Bank of America from 2002 to 2011.
Joshua Chu
LinkedInExperience: Head of Database Platform Engineering · LPL Financial
Joshua Chu has been Head of Database Platform Engineering at LPL Financial since May 2026 and was Director, Data Platform Services at Early Warning from 2022 to 2025. Joshua Chu was Manager/Architect, Database and Middleware Services at ATI from 2019 to 2022 and is based in Monroe, North Carolina.
Mark Filer
LinkedInExperience: Senior Vice President, Technology - Cloud & Infrastructure Strategy · LPL Financial
Mark Filer has been Senior Vice President, Technology - Cloud & Infrastructure Strategy at LPL Financial since July 2025, and the profile headline calls Mark Filer a Cloud, Infrastructure & Software Engineering Leader. Mark Filer was Managing Director at UBS from 2018 to 2025 and CTO at Guidepoint from 2017 to 2018.
Matt Bowen
LinkedInExperience: VPII, Head of End User Workplace & Affilitate Advisor Technology · LPL Financial
Matt Bowen has been VPII, Head of End User Workplace & Affilitate Advisor Technology at LPL Financial since September 2026 and was VP, Production Services at Lincoln Financial from 2020 to 2026. Matt Bowen was Vice President of IT / CIO at Brady Services from 2018 to 2020 and Director of IT Infrastructure at National General from 2017 to 2018.
Mohamed Mazar Mubeen Mushtaq
LinkedInExperience: Head of Investor Data & Reporting Platforms · LPL Financial
Mohamed Mazar Mubeen Mushtaq has been Head of Investor Data & Reporting Platforms at LPL Financial since August 2024 and was Software Engineering Manager at JPMorganChase from 2014 to 2024. Mohamed Mazar Mubeen Mushtaq was Engineering Technical Lead at Deutsche Bank from 2011 to 2014 and Lead Developer / Team Lead at Oracle from 2005 to 2007.
Sean McKay
LinkedInExperience: VPII Head of Service Center Technology · LPL Financial
Sean McKay has been VPII Head of Service Center Technology at LPL Financial since October 2025 and was Senior Director & Head of Engagement Center – Customer Success Platforms at PayPal from 2022 to 2025. Sean McKay was CX Technology Leader - OMNI Journeys & Experiences at Verizon from 2019 to 2022 and CX Technology Leader - Customer Service Technology there from 2017 to 2019.
Srinivas Kudeti
LinkedInExperience: Senior Executive Director - Head of Lending Solutions Technology · LPL Financial
Srinivas Kudeti has been Senior Executive Director - Head of Lending Solutions Technology at LPL Financial since May 2024 and was Executive Director. Lending Solutions - Global Engineering Lead & Solutions Architect at J.P. Morgan Private Bank from 2021 to 2024. Srinivas Kudeti was Vice President. Collateral Management - Global Technology Lead & Design Authority at J.P. Morgan Private Bank from 2017 to 2020.
Suresh T.
LinkedInExperience: Engineering Head, Move Money Platform · LPL Financial
Suresh T. has been Engineering Head, Move Money Platform at LPL Financial since March 2025 and describes leading a distributed engineering team that modernizes the money movement platform. Suresh T. was Technical Delivery Head- Click to Pay (C2P), Contactless Payments, Embedded Checkout at Mastercard from 2022 to 2025 and Technical Delivery Head -Trading & Wealth Management Platform at Broadridge from 2019 to 2021.
Choose the right perspective
Match the person's IT area, such as cloud and infrastructure strategy, software engineering, database and data platforms, end user technology, or technology for lending and money movement, to the decision you face. Check when each person started the current role, or when it ended, to judge how recent the experience is.
Questions to take into the conversation
- 01What did you focus on first when you took on your current technology role?
- 02How do you decide which platforms to modernize first?
- 03What has your own work taught you about bringing new technology teams and systems together?
Reaching LPL Financial IT leaders
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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