Lynne Knox Email & Phone Number
Senior Vice President and Private Wealth Advisor @ Capital Group Private Client Services
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Lynne Knox Location
- Los Angeles, CA, US
Lynne Knox Work
- Senior Vice President and Private Wealth Advisor @ (January 2006 - Present)
- Wealth Strategist @ (January 1998 - January 2006)
- Partner @ Bergman Knox & Green (January 1984 - January 1997)
Lynne Knox Education
- UCLA
BS
Lynne Knox Skills
- Portfolio Management
- Financial Analysis
- Investment Advisory Services
- Separately Managed Accounts
- Estate Planning
- Business Development
- Services
- Strategic Planning
- Project Management
Lynne Knox Summary
- Lynne Knox, based in Los Angeles, CA, US, is currently a Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services. Lynne Knox brings experience from previous roles at Northern Trust and Bergman Knox & Green. Lynne Knox holds a BS @ UCLA. With a robust skill set that includes Portfolio Management, Financial Analysis, Investment Advisory Services, Separately Managed Accounts, Estate Planning and more. Lynne Knox has 1 mobile phone numbers on RocketReach.
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