Meredith Lyons Email
Senior Advisor, Supervision @ Raymond James
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Meredith Lyons Location
- Fort Collins, CO, US
Meredith Lyons Work
- Senior Advisor, Supervision @ (May 2024 - Present)
- Advisor, Supervision @ (November 2022 - May 2024)
- Senior Advisor @ Raymond James Financial Services (November 2022 - Present)
- Help Desk Representative @ (January 2022 - August 2022)
- Registered Customer Experience Representative @ (February 2021 - January 2022)
- Professional @ Robinhood Securities LLC (January 2022 - August 2022)
- Custom Broker @ Robinhood Securities LLC (February 2021 - January 2022)
- Client Data Analyst @ (November 2019 - January 2021)
- Investment Professional @ (April 2018 - November 2019)
- Data Analyst @ JPMorgan Securities LLC (November 2019 - January 2021)
- Professional Trainer @ JPMorgan Securities LLC (March 2019 - November 2019)
- Investment Specialist @ JPMorgan Securities LLC (March 2018 - November 2019)
- Escalation Specialist @ (May 2017 - March 2018)
- Customer Service Specialist @ (October 2016 - May 2017)
Meredith Lyons Education
- University of Charleston
Bachelor of Arts (General Studies)
2012-2012
Meredith Lyons Skills
- ACATS
- Adept problem-solver
- Application Security Assessments
- BA/BE studies
- Brokering
- Business Requirements
- Call Tracking
- Client Issue Resolution
- Coaching & Mentoring
- Complaint Investigations
- Compliance Operations
- Compliance Procedures
- Cross-functional Collaborations
- Customer Satisfaction
- Economic Value Added
- Exceeding Customer Expectations
- Federal & State Regulations
- Federal & State Regulatory Compliance
- Financial Advisory
- High-Pressure Environments
- High-Tech Sales
- New Hire Training
- Policies & Procedures Development
- Regulatory Approvals
- Regulatory Interactions
- Regulatory Standards
- Relating to Clients
- Resolving Issues
- SEC Regulations
- Securities
- Securities License
- Series 24
- Small and Medium-Sized Enterprises (SME)
- Technical Support
- Train the Trainer Programs
- Training Assessment
- Wealth Management Services
- Working with Brokers
- Working with Investors
Meredith Lyons Summary
- Meredith Lyons, based in Fort Collins, CO, US, is currently a Senior Advisor, Supervision at Raymond James. Meredith Lyons brings experience from previous roles at Raymond James, Raymond James Financial Services and Robinhood. Meredith Lyons holds a 2012 - 2012 Bachelor of Arts in General Studies @ University of Charleston. With a robust skill set that includes ACATS, Adept problem-solver, Application Security Assessments, BA/BE studies, Brokering and more. Meredith Lyons has 1 emails on RocketReach.
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