Lynn brings over 15 years of operational excellence in financial services to provide essential administrative and operational support. Her extensive background includes a tenure as a Compliance Analyst, AVP, at SunTrust Bank, where she delivered enterprise-wide regulatory training, instilling the discipline necessary for complex account administration and stringent compliance. As a Securities Operations Associate at FIS Global, she honed high-volume operational efficiency, consistently exceeding service level targets in managing trade processing and discrepancy resolution.
With diverse experience, including roles as a Branch Manager and Senior Licensed Financial Service Representative, Lynn combines high-level operational skill with client-focused problem-solving. She also brings experience as a tax specialist, which fits well with our focus on tax sensitive investment and strategy design.
Outside of the office, Lynn is devoted to her family, including her two grown daughters and her new granddaughter, Rosalee. She is passionate about contributing to her community and cherishes moments with family and friends. When relaxing at home, you'll often find Lynn with her head in a book, often accompanied by her cat, Jasper and dog, Molly.