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Lyn Breen Location
Ann Arbor, MI, US
Lyn Breen Work
Vice President and Wealth Advisor @ (May 2022 - Present)
Portfolio Manager @ (April 2016 - May 2022)
Senior Portfolio Administrator @ (April 2016 - December 2017)
Portfolio Administrator @ Wright Investors' Service (August 2014 - April 2016)
Associate Wealth Management Advisor @ (April 2013 - August 2014)
Equity Trader @ Newgate Capital Management LLC (May 2006 - May 2012)
Staff Accountant @ (June 2003 - December 2005)
Lyn Breen Education
Fordham University
BA
1996-1999
Lyn Breen Skills
Asset Management
Bloomberg
Equities
Fixed Income
Hedge Funds
Options
Series 66
Series 7
Trading
Wealth Management
Lyn Breen Summary
Lyn Breen, based in Ann Arbor, MI, US, is currently a Vice President and Wealth Advisor at Retirement Income Solutions, Inc.. Lyn Breen brings experience from previous roles at Diamant Asset Management, Diamant Investment Corporation, Wright Investors' Service and Northwestern Mutual. Lyn Breen holds a 1996 - 1999 BA @ Fordham University. With a robust skill set that includes Asset Management, Bloomberg, Equities, Fixed Income, Hedge Funds and more. Lyn Breen has 1 emails on RocketReach.
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