Skip to main navigation
  • Fee Schedules
  • Disclosures
  • Account Login
LPL Financial Corporate Logo
  • Log In
  • Fee Schedules
  • Disclosures
  • Join LPL
    Back to Main Menu Join LPL Join LPL Join LPL Join LPL Join LPL Why Choose LPL
    Why Choose LPL
    • The LPL Financial Philosophy
    • News and Insights
    • White Paper Library
    • The Self Clearing Advantage
    • Professional Referral Network
    • Women Advisors
    Establishing Your Business
    Establishing Your Business
    • Business Model Options
    • Payouts and Pricing
    • Transitioning Your Practice
    • eRegistration Kit
    Managing Your Business
    Managing Your Business
    • Services and Support
    • LPL Technology
    • Products and Platforms
    • Research
    • LPL Business Solutions
    Growing Your Business
    Growing Your Business
    • Consulting
    • Conferences and Training
    • Financial Growth
    • Selling Your Business
    • Marketing Support
  • Work With a Financial Professional
    Back to Main Menu Work With a Financial Professional Work With a Financial Professional Work With a Financial Professional Work With a Financial Professional Work With a Financial Professional Objective Advice
    Objective Advice
    • LPL Financial Regulatory Oversight
    • Financial Tools & Resources
    Before You Invest
    Before You Invest
    • LPL Financial Professionals
    • Financial Objectives and Risk
    After You Invest
    After You Invest
    Find a Financial Professional
    Find a Financial Professional
  • About LPL
    Back to Main Menu About Us What We Do
    What We Do
    • Mission & Values
    • Our History
    Social Responsibility
    Social Responsibility
    • The Sustainability Report
    • Diversity and Inclusion
    • Community Involvement
    • Environmental Sustainability
    • Responsible Business Practices
    Careers at LPL
    Careers at LPL
    • Company Culture
    • Work at LPL
    • Application Process
    • Benefits and Perks
    • Search Jobs
    Our Financial Strength
    Our Financial Strength
    • Corporate Snapshot
    • From the CEO
  • Media
    Back to Main Menu Media Media Media Media Marketing Blog
    Marketing Blog
    Press Releases
    Press Releases
    Press Room
    Press Room
    • Asset Library
    • Media Coverage
    • LPL Stories
  • Newsroom
    Back to Main Menu Newsroom Newsroom Newsroom Newsroom Managing Your Business
    Managing Your Business
    Managing Your Clients
    Managing Your Clients
    Managing Wealth
    Managing Wealth
    LPL Research
    LPL Research
    • Market Signals Podcast
    • Weekly Market Commentary
    • Midyear Outlook 2021
Menu

Investor Relations

  • Investor Relations Home
  • Financials & Filings
  • Events & Presentations
  • New Advisor and Institution Partnerships
  • Stock & Debt Information
  • Corporate Governance
close
ClientWorks for Advisors

ClientWorks for Advisors

Access everything needed to power your practice--from day-to-day operations, to client communications and portfolio management—all from one integrated workstation.

LOG IN
Account View for Investors

Account View for Investors

View your account balances, activity, and financial documents—safely, securely, and 24/7—from one platform designed with the investor in mind.

LOG IN
 
 
  •  
  •  
  •  
  •  

Biography

<< Back

Mnookin

Allison H. Mnookin

Ms. Mnookin is a senior lecturer of business administration in the technology and operations management unit at the Harvard Business School. From April 2016 to November 2016, Ms. Mnookin served as the chief executive officer of QuickBase, Inc. (“QuickBase”), a provider of online application software which was spun-off by Intuit, Inc., a business and financial software company, in 2016. Ms. Mnookin was an employee of Intuit from 1998 to 2016 and held roles of increasing responsibility over time, including vice president and general manager of Intuit’s QuickBase business from July 2010 to March 2016. She also served as a director of Quartz Holding Company, the holding company of QuickBase from November 2016 until its sale in April 2019. Prior to joining Intuit, she held several sales and product marketing positions with Oracle Corporation. Ms.Mnookin received her A.B. with honors from Harvard College and her M.B.A. from the Harvard Business School.

Ms. Mnookin’s pertinent qualifications include her 20-year career in the technology industry, including executive leadership of high-growth cloud and business software companies, as well as service as a director of Bill.com, a public company that provides cloud-based software to simplify and automate back-office financial transactions for small- and mid-sized businesses. These experiences, including general management in Intuit’s small business division where she was responsible for leading a portfolio of Intuit’s business products, shaped her understanding of how businesses have transformed their technologies to increase strategic advantage.

Director Since: 2018

  • Chair of the Compensation Committee
  • Member of the Nominating and Governance Committee

Contact the Board of Directors

   
CONTACT
  • Join LPL
  • Work With a Financial Professional
  • About Us
  • Media
  • Newsroom
  • Investor Relations
  • Careers at LPL
  • Terms of Service
  • Contact Us
  • Sitemap
  • Fee Schedules
  • SEC Share Class Initiative and Settlement
  • Privacy/Security
  • Disclosures
  • Exercise CCPA Rights
Austin LPL Financial
13620 N FM 620 Building C, Suite 200
Austin, TX 78717

Boston LPL Financial
75 State Street, 22nd Floor
Boston, MA 02109

Fort Mill LPL Financial
1055 LPL Way
Fort Mill, SC 28217

San Diego LPL Financial
4707 Executive Drive
San Diego, CA 92121-3091

© 2022 LPL Financial Holdings
Member FINRA/SIPC

Contact LPL: (800) 877-7210
CA Insurance Lic. #0518721