John Lynch Email & Phone Number
Chief Equity Strategist - Wells Fargo Asset Management Group @ Wells Fargo
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John Lynch Location
- Charlotte, NC, US
John Lynch Work
- 2025 - now Chief Investment Officer - Global Investment Advisory @
- 2020 - 2024 Chief Investment Officer - Comerica Wealth Management @
- 2017 - 2020 Chief Investment Strategist @
- 2011 - 2017 Chief Investment Officer, Mid-Atlantic Region, Wells Fargo Private Bank @
- now Chief Equity Strategist - Wells Fargo Asset Management Group @
- 1996 - 2001 Director of Investment Strategy - IJL Wachovia @
John Lynch Education
- Villanova University
Bachelor's degree (History)
- William & Mary
Master of Business Administration (M.B.A.) (Finance, General)
John Lynch Skills
- Investments
- Portfolio Management
- Risk Management
- Leadership
- Financial Analysis
- Customer Service
- Strategy
- Business Strategy
- Finance
- Sales
- Ideas Development
- Computer Repair
- Big Data
- Wealth Management
- Cultural Anthropology
- Investment Management
- Open Innovation
- Microsoft Excel
- Portfolio Managers
- Call Centers
- SAS programming
- MS Excel Pivot Tables
- Analytics
- Investment Strategies
- Adaptation
- Visual Basic
- History
- Customer Experience
- Banking
- Mutual Funds
- SQL
- Microsoft Word
- Coaching
- Employee Training
- Customer Retention
- Process Improvement
- Speech Analytics
- Asset Management
- NICE Call Recording
- Microsoft Office
- Microsoft PowerPoint
- Asset Allocation
- Data Manipulation
- Data Visualization
- Equities
- Bloomberg
- Training
- Computer Proficiency
- Nice Analytics
- Fixed Income
- Business Analysis
John Lynch Summary
- John Lynch, based in Charlotte, NC, US, is currently a Chief Equity Strategist - Wells Fargo Asset Management Group at Wells Fargo. John Lynch brings experience from previous roles at American Global Wealth Services, Comerica Bank, LPL Financial and Wells Fargo. John Lynch holds a Bachelor's degree in History @ Villanova University. With a robust skill set that includes Investments, Portfolio Management, Risk Management, Leadership, Financial Analysis and more.
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