Lynne greets clients and manages the daily operations for our Silicon Valley office. Additionally, she assists the office in ensuring that the administrative needs of client portfolios are met. Lynne has over 10 years of prior experience in the financial services industry, including positions with Bank of America, Morgan Stanley, and American Century Investments involving securities operations, trade settlements, stock transfers, and the overall maintenance of client trading records. She also worked for Wachovia Securities for several years managing the office’s day-to-day operations and administration.
Lynne lives in San Bruno with her family.
B.S. in Secretarial Science, St. Isabella College in the Philippines