Client Advisory

Biography

Lynne is an Associate based in the Silicon Valley office where she manages the daily administrative operations for the office. In this role, Lynne is responsible for greeting clients and visitors, managing community spaces, and ensuring that the administrative needs of the office are met. In this role, Lynne strives to establish a welcoming environment and keep the office operating smoothly and efficiently.

Prior to joining Cerity Partners, Lynne worked as an Administrative Receptionist & Office Coordinator for B|O|S where she oversaw general office activities. Prior to B|O|S, Lynne spent over 10 years in the financial services industry, including positions with Bank of America, Morgan Stanley, and American Century Investments, gaining exposure to various functions including securities operations, trade settlements, stock transfers, and the overall maintenance of client trading records. Lynne also worked for Wachovia Securities for several years managing the office’s day-to-day operations and administration.

Education

  • B.S. in Secretarial Science from St. Isabella College

Connect with Lynne

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues