Robert Lynch Email & Phone Number
Director Client Service and Sales @ Kelly Financial Services, Inc.
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Robert Lynch Location
- Scituate, MA, US
Robert Lynch Work
- 2009 - now Director Client Service and Sales @
- 2012 - now Founder | Client Service Sales Director @ Lynch Financial Services
- 2007 - 2019 Board of Trustees and Treasurer @ Irish Pastoral Centre
- 2007 - 2008 Corporate Sales @ Phillips Inc.
- 2004 - 2007 CSO @ Boston Financial
- 1997 - 2004 Director of Operations @
- 1992 - 1997 Assistant Vice President @ Scudder Investments
Robert Lynch Education
- University of Massachusetts Boston
Robert Lynch Skills
- Mutual Funds
- Financial Planning
- Client Service
- Customer Relations
- Call Center
- Financial Analysis
- Call Center Development
- Investor Relations
- Strategic Financial Planning
- Customer Service
- Leadership
- Management
- Finance
- Sales
- Access
- Networking
- Financial Services
- Time Management
- Strategy
- CRM
- Start-ups
- Business Development
- Strategic Planning
- Risk Management
- Process Improvement
- Marketing
- Analysis
- Investments
- Portfolio Management
- Team Building
- Business Strategy
- New Business Development
- Fixed Income
- Hedge Funds
- Wealth Management
- Series 7
- Relationship Management
- Asset Management
- Call Centers
- Client Services
- Alternative Investments
- Executive Management
- Training
- Marketing Strategy
- Vendor Management
- Social Media
- Team Leadership
- Start Ups
- Strategic Financial
Robert Lynch Summary
- Robert Lynch, based in Scituate, MA, US, is currently a Director Client Service and Sales at Kelly Financial Services. Robert Lynch brings experience from previous roles at Lynch Financial Services, Irish Pastoral Centre, Phillips Inc. and Boston Financial. Robert Lynch holds a University of Massachusetts Boston. With a robust skill set that includes Mutual Funds, Financial Planning, Client Service, Customer Relations, Call Center and more. Robert Lynch has 2 emails and 3 mobile phone numbers on RocketReach.
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Robert Lynch
Director Client Service and Sales
Scituate, MA, US
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