Lynn Cunningham Email & Phone Number
Vice President, Group Director @ Morgan Stanley
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Lynn Cunningham Location
- Bend, OR, US
Lynn Cunningham Work
- Vice President, Group Director @ (June 2021 - Present)
- Vice President, Advisory Business Consultant @ (July 2016 - June 2021)
- Associate Channel Marketing Manager @ (February 2015 - July 2016)
- Product Manager @ (February 2013 - February 2015)
- SMA Sales and Service Manager @ (January 2011 - March 2014)
- Senior Investment Performance Analyst @ (November 2005 - January 2011)
- Operations Manager - Institutional and Private Client Management @ (August 2004 - November 2005)
- Assistant Vice President - Account Administration Manager @ (August 2003 - August 2004)
- Administrative Officer - Performance Analyst, Reconciliation Manager @ (November 2001 - August 2003)
- Branch Operations Manager @ (November 1999 - May 2001)
Lynn Cunningham Education
- University of Hartford
BA (Politics and Government)
1993-1997
Lynn Cunningham Skills
- Asset Managment
- Investment Management
- Investment Strategies
- Separately Managed Accounts
- Wealth Management
- Sales Management
- Client Development
- Superior Client Service
- Client Liaison
- Sales Presentations
- Contractual Agreements
- Business Development
- Asset Management
- Asset Allocation
- Institutional
- Uniform Combined State Law
- FINRA
- Financial Services
- Investment Banking
- Client Services
- Portfolio Management
- Electronic Trading
- Management
- Investments
- Mutual Funds
- Series 7
- Series 63
- Fixed Income
- Equities
- Securities
- Relationship Management
- Securities Regulation
- Administration
Lynn Cunningham Summary
- Lynn Cunningham, based in Bend, OR, US, is currently a Vice President, Group Director at Morgan Stanley. Lynn Cunningham brings experience from previous roles at Voya Financial and Voya Investment Management. Lynn Cunningham holds a 1993 - 1997 BA in Politics and Government @ University of Hartford. With a robust skill set that includes Asset Managment, Investment Management, Investment Strategies, Separately Managed Accounts, Wealth Management and more. Lynn Cunningham has 3 emails and 1 mobile phone numbers on RocketReach.
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