Helen Ramage
E. Providence,RI
Summary
An organized and adaptable professional, eager to utilize time management, communication, and organizational skills across diverse settings.
Overview
9
9
years of professional experience
Work History
Senior Onboarding Partner
LPL Financial
Remote, RI
09.2026 - Current
- Promoted from Associate Onboarding Partner [05/2022-01/2024] to Onboarding Partner [01/2024-09/2026], and subsequently to Senior Onboarding Specialist based on expanded responsibilities, expertise, and leadership within the role.
- In charge of overseeing the onboarding of 1099 advisors and admin with various affiliation types and timelines to LPL Financial's broker/dealer, and corporate RIA.
- Consults on and asissts with required paperwork, marketing, and compliance-related tasks that are required to move their Series licenses to LPL.
- Leads weekly check-in meetings with offices and advisors clarify onboarding requirements and to ensure they remain on track for their target transition date.
- Trusted with various educational projects, such as leading role-specific trainings to Onboarding Partners across all regions, and working as a mentor and trainer for new Onboarding Partners.
- Dedicated Onboarding Partner for two large enterprises and one Independent Advisor Network group - in charge of managing the special relationships with these firms by being their sole point of contact for items relating to onboarding.
Account Specialist (Repapering)
LPL Financial
Fort Mill, SC
10.2021 - 05.2022
- Specialized in inbound and outbound calls to gather missing information on client accounts following LPL's acquisition of a former broker-dealer.
- Administrative work, including but not limited to physically mailing out documents to clients, scanning and uploading incoming forms, assisting the operations team with given tasks, and coordinating communications between clients and financial advisors when requested.
- Established customer rapport to quickly mitigate problems while complying with established support processes and procedures.
Patient Advocate (Contract)
Medrisk
Austin, TX
08.2020 - 12.2020
- Worked as a liaison between patients going through workers' compensation and therapy providers in their area.
Marketing & Media Lead
Sarah's & Such
Charlotte, NC
12.2017 - 12.2018
- Contributed to the sales and productivity of this business by planning and creating visual appeals that will help sell the brand, along with managing the shop's social media account.
- Planned, edited, and photographed photoshoots for new products, and managed various groups of models.
Education
Bachelor of Science - Health Systems Management
University of North Carolina At Charlotte
Charlotte, NC05-2020
Skills
- Clientworks, Salesforce, Excel, Oracle, Beta
Timeline
Senior Onboarding Partner
LPL Financial
09.2026 - Current
Account Specialist (Repapering)
LPL Financial
10.2021 - 05.2022
Patient Advocate (Contract)
Medrisk
08.2020 - 12.2020
Marketing & Media Lead
Sarah's & Such
12.2017 - 12.2018
Bachelor of Science - Health Systems Management
University of North Carolina At Charlotte