Joey Macke
Summary
Accomplished professional with a focus on recruiting optimization and data-driven decision-making. Known for building strong relationships with financial advisors, contributing to significant growth in sales pipelines and recruitment success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Internal Regional Director Lvl II
LPL Financial
San Diego
01.2026 - Current
- Sourced $600M+ in recruited assets in 2026 alone, consistently exceeding internal KPIs
- Built and maintained a robust pipeline of high-quality advisor prospects
- Provided market insights and competitive intelligence to field partners optimizing recruiting process
Internal Regional Director
LPL Financial
San Diego
01.2025 - 01.2026
- Guide Financial Advisors through the sales pipeline, from initial connect to join
- Collaborated with external field partners to oversee and optimize recruiting efforts across AL-GA
- Arranged and led in-person meetings with potential recruits to facilitate recruitment process
- Conducted 50+ cold outreach activities daily to identify and engage potential prospects
- Utilized Salesforce, Tableau, and Discovery Data to manage client data and track sales activities.
Business Development Associate
LPL Financial
San Diego
06.2024 - 01.2025
- Utilized Salesforce CRM to generate targeted call lists, enhancing outreach efficiency to Financial Advisors
- Executed 150+ daily cold outreach attempts, increasing engagement with prospective clients
- Implemented strategic selling techniques, developing attractive opportunities for prospects
Bartender
The Prado
San Diego
11.2022 - 05.2024
- Greeted patrons seated at bar, provided menus and memorized or recorded drink and
food orders. - Experimented with uncommon ingredients and flavor profiles to craft unique and
innovative cocktail creations. - Developed new cocktail and specialty drink recipes using seasonal ingredients and
garnishes.
Bar Back
Eureka
San Diego
05.2022 - 11.2022
- Maintained updated knowledge of cocktail, wine and beer menus and memorized all in-house recipes
- Organized liquor storeroom and took inventory to determine required purchases.
- Coordinated between FOH and BOH staff to convey guest requests
Education
Bachelor of Science - Marketing
San Diego State University
San Diego, CA05-2024
Skills
- Sales strategy
- Client relationship management
- Market analysis
- Salesforce CRM
- Recruitment optimization
- Team collaboration
Certification
- Securities Industry Exam (SIE)
- 2025 Most AUM Fed Across All Sites
Timeline
Internal Regional Director Lvl II
LPL Financial
01.2026 - Current
Internal Regional Director
LPL Financial
01.2025 - 01.2026
Business Development Associate
LPL Financial
06.2024 - 01.2025
Bartender
The Prado
11.2022 - 05.2024
Bar Back
Eureka
05.2022 - 11.2022
Bachelor of Science - Marketing
San Diego State University