Karen Leparulo is the lead keynote presenter for Third Quarter Advisers. She has 18 years experience as a national keynote speaker, trainer and financial professional consultant.
Her diverse experience is throughout multi-dimensional platforms: executive management, wealth teams, broker-dealers, banks, independent advisory services and client appreciation/prospecting events.
A specialist in legacy and behavioral finance, Karen creates and customizes Practice Management programs that are designed to strengthen the power of an Advisor's message and leverage value in a competitive market space. These ‘Best Practice Strategies’ offer smart, relevant ideas to monetize activity and strengthen client relationships.
A ‘Million Dollar Round Table’ speaker, Karen has an enthusiastic and engaging approach.
During Karen’s corporate career, she was a Director at Security Benefit and Guggenheim Investments. Previous to that was a Managing Director Van Kampen Investments.
She lives in the western suburbs of Chicago.