Lynn Cunningham Email & Phone Number
Group Director @ Morgan Stanley
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Lynn Cunningham Location
- Bend, OR, US
Lynn Cunningham Work
- 2021 -now Group Director @
- 2016 -2021 Vice President, Advisory Business Consultant @
- 2015 -2016 Associate Channel Marketing Manager @
- 2013 -2015 Product Manager @
- 2011 -2014 SMA Sales and Service Manager @
- 2005 -2011 Senior Investment Performance Analyst @
- 2004 -2005 Operations Manager - Institutional and Private Client Management @
- 2003 -2004 Assistant Vice President - Account Administration Manager @
- 2001 -2003 Administrative Officer - Performance Analyst, Reconciliation Manager @
- 1999 -2001 Branch Operations Manager @
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 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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