Rob Pettman

Chief Revenue Officer and President at TIFIN

Speaker

Before joining TIFIN, Rob was Executive Vice President of Wealth Management Solutions at LPL Financial. He was responsible for managing LPL’s wealth management capabilities, which included overseeing the company’s investment product distribution, retirement plan business, advisory platforms, and support teams. During his 19 years at LPL, he materially participated in the organization's rapid growth, culminating in $1.4T in assets and 22k+ financial advisors at the time of his departure.

Earlier in his career, Rob also amassed experience working as a financial advisor serving trial attorneys in the areas of settlement planning, trusts, and structured settlements. Rob has held several industry board positions with organizations such as IRI and MMI, and a mutual fund board position at Macquarie for the Optimum Funds.

Rob received a Bachelor of Arts degree from Eckerd College and his Masters of Business Administration from the University of Southern California Marshall School of Business.