Lynn Beach Email & Phone Number
Client Service Associate @ Morgan Stanley
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Lynn Beach Location
- Newark, OH, US
Lynn Beach Work
- Client Service Associate @ (June 2023 - Present)
- Client Relationship Specialist @ (August 2018 - December 2021)
- Senior Client Services Representative @ (December 2021 - May 2023)
- Business Analyst @ (November 2010 - August 2018)
- Regional Sales and Operations Specialist @ (August 2002 - November 2010)
- Account Receivable and Payables @ (February 2001 - November 2003)
Lynn Beach Education
- Ohio University
Bachelor of Science (Applied Management)
2024-2026 - The Ohio State University 1995-2002
- High School
Lynn Beach Skills
- Series 7
- Investments
- Asset Management
- Mutual Funds
- Fixed Income
- Insurance
- Stocks
- Bonds
- Banking
- Relationship Management
- Leadership
- Customer Relationship Management Crm
- Skilled Multi Tasker
- Business Analysis
- Financial Services
- Accounts Receivable Ar
- Microsoft Office
- Critical Thinking
- Disaster Recovery
- Management
- Trading
- Back Office Operations
- Accounts Receivable
- Customer Relationship Management
Lynn Beach Summary
- Lynn Beach, based in Newark, OH, US, is currently a Client Service Associate at Morgan Stanley. Lynn Beach brings experience from previous roles at Charles Schwab, Advocus Private Wealth and The Huntington Investment Company. Lynn Beach holds a 2024 - 2026 Bachelor of Science in Applied Management @ Ohio University. With a robust skill set that includes Series 7, Investments, Asset Management, Mutual Funds, Fixed Income and more. Lynn Beach has 1 emails and 2 mobile phone numbers on RocketReach.
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