Lynne Davis
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Lynne Davis Email & Phone Number

CIO Wealth Management Technology at Jefferies
Location: New York, New York, United States 13 work roles 1 school
2 work emails found @jefferies.com 4 phones found area 201 and 212 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email l****@jefferies.com
Direct phone (201) ***-****
LinkedIn Profile matched
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Current company
Role
CIO Wealth Management Technology
Location
New York, New York, United States

Who is Lynne Davis? Overview

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Quick answer

Lynne Davis is listed as CIO Wealth Management Technology at Jefferies, based in New York, New York, United States. AeroLeads shows a work email signal at jefferies.com, phone signal with area code 201, 212, and a matched LinkedIn profile for Lynne Davis.

Lynne Davis previously worked as CIO - Global Head of Wealth Management Information Technology at Jefferies and Managing Director - Global Head of Business Continuity and Disaster Recovery at Jefferies. Lynne Davis holds Bachelor Of Science - Bs, Finance from Lehigh University College Of Business.

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Email format at Jefferies

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{first}.{last}@jefferies.com
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Profile bio

About Lynne Davis

Senior manager with strong technology and operational background and bottom-line focus to achieve business objectives. Proven track record with leadership experience across technology, operations and human capital. Additional strategic experience in areas of project management, process re-engineering, operational resilience and business analysis. Diverse career within the Financial Services sector. Currently CIO of Wealth Management division where I am tasked with rationalizing the current vendor based IT stack. Previously ran Global Business Continuity and Disaster Recovery for the entire firm. In my new role, I blend 20+ years of experience across IT, Treasury, Derivatives and HR to provide solutions on how to support and drive revenue for the growth, optimizing current vendor tools as well as exiting those which no longer serve us across the most critical business processes within the division.In addition, I maintain lead responsibilities for Technology's DEI program. I am able to drive improved results to attract and develop IT talent within Financial Services with an eye towards helping progress diversity by mentoring young women and under-represented minorities in the field. Participate in the SIFMA (Securities Industry and Financial Markets Association) Industry Resiliency Committee to focus on key topics affecting the Financial Services industry including Regulatory and Crisis Management.I previously held senior roles in Technology Program Management, Global Lateral Recruiting and Derivatives Middle Office at Merrill Lynch and UBS. Specialties: Business Continuity, Disaster Recovery and Resiliency, Wealth Management, Project Management, Process Review, Performance Management, Derivatives Operations, Treasury Technology, Repo Technology, Operations Management, Recruiting, Direct Sourcing, Strategic Thinking, Vendor Management, Vendor Analysis, Wealth Management

Listed skills include Investment Banking, Strategy, Derivatives, Business Analysis, and 14 others.

Current workplace

Lynne Davis's current company

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Jefferies
Jefferies
CIO Wealth Management Technology
AeroLeads page
13 roles · 38 years

Lynne Davis work experience

A career timeline built from the work history available for this profile.

Cio - Global Head Of Wealth Management Information Technology

Current

New York City, New York, US

Given additional responsibilities to assist with Wealth Management IT transformation in addition to BC & DR rolesProgram manager for all IT initiatives in the Global Wealth Management divisionInvolved with vendor program managementStrategic initiatives across performance management tools, PMP programs and client interfaces

Oct 2018 - Present

Managing Director - Global Head Of Business Continuity And Disaster Recovery

New York City, New York, US

Responsible to ensure business capabilities are adequate during times of disruption. This requires multiple channels of efforts across senior business lines, technology, operations, risk, treasury, human resources and other corporate functions are all aligned to operate in times of stress. Efforts to ensure success include preparations at remote sites.

Dec 2017 - Jul 2023

Svp - Global Head Of Business Continuity And Disaster Recovery

New York City, New York, US

Running BCP and DR for the firm, reporting directly to the Chief Information Officer of the firm.Responsible for global continuity firm-wide including subsidiaries. Managing implementation of vendor tool Fusion Risk Management for plan management and automationEvolving our DR maturity model to exceed industry standards

Dec 2017 - Oct 2019

Svp - Head Of Global Treasury Technology

New York City, New York, US

Responsible for managing the global treasury technology team. Key initiatives including cash management, global financing, global funding and inventory management. Multi year strategic projects are underway in this group to improve transparency of the firm's assets to Treasury management whose goal it is to manage the liquidity of the firm. Vendor products.

Jan 2012 - Dec 2017

Senior Vice President - Fixed Income Technology

New York City, New York, US

Program manager and senior business analyst tasked to develop and deliver a best in class fixed income technology platform with a specific focus on Derivatives. Implemented Calypso as the Front to Back solution for global business. Moved into Repo Technology area to develop an RFP and review viable Global Financing vendor platforms for FI Repo Desks..

Oct 2009 - Jan 2014

Manager - Client Administration

New York, NY, US

  • Manager, Client Accounting and Administration
  • Responsible for managing a support staff of 60 across U.S. and worldwide which serve over 460 lawyers on a global basis.
  • Specific emphasis on the client service functions which include billing efforts and collection strategies. Areas of focus include use of technology as a tool to provide better controls, improved management reporting.
Feb 2009 - Oct 2009

Project Manager Consultant, Talent & Hr Consulting

New York, NY, US

Focus on infrastructure initiatives and recruiting strategies for the Prime Brokerage business at Merrill Lynch. Responsible for system upgrades, talent identification, recruiting strategies and training efforts.

Dec 2008 - Jan 2009

Director, Global Markets & Investment Banking Lateral Recruiting

New York, NY, US

  • Hired to create a direct sourcing lateral recruiting model for IBK and Global Markets.
  • Built infrastructure and processes for full cycle recruiting support using the Filefinder application suite. Database stands at over 10,000 active names.
  • Responsible for Americas IBK recruiting efforts since Jan 2006
  • Hired in over 120 people from Analyst to Director levels at a savings of over $6mm.
  • Instituted best practices for recruiting IBK analysts and associates.
  • Lead recruiter for any internal candidate requests across Global Markets and Investment Banking.
Apr 2005 - Aug 2008

Director, Technology Recruiting

Launched a contingent search practice (Jupiter Search Partners) for VP and below hires across support functions in Financial Services. Successfully placed 12 candidates across 3 bulge-bracket firms. Responsible for full life cycle recruiting – Sales, Sourcing, Recruiting, Negotiation and Closing.

Jan 2004 - Apr 2005

Senior Consultant - Offshoring

London, UK, GB

Hired as a Subject Matter Expert on a project to offshore a portion of Bear Stearn's Technology division. Lead by Marilyn Hignett, this effort allowed us to build concensus throughout the organization.Focus was on those areas where offsite personnel supporting the infrastructure would be able to save money and alleviate the production support burden.

Jun 2002 - Oct 2002

Director, Gmi Technology Product Manager

New York, NY, US

  • Coordinated equity, credit and debt derivative requirements for document storage and document creation across the Derivatives Operations department.
  • Managed a team of 16 system professionals. Implemented a service using SWIFT messaging as a trade matching facility to reduce document backlog.
  • Managed an annual budget of $10 Million including headcount, fixed and semi fixed expenses. Successful at delivering project on time and within budget. Participated in several belt-tightening scenarios to cut costs in.
  • Implemented a 24x5 production support model using offshore resources from India to reduce local headcount 30% and save 20% annually in maintenance costs as well as improve customer service levels.
Jan 1998 - Jun 2002

Director - Derivatives Operations Manager

New York, NY, US

  • Managed staff of 60 to support global derivatives business.
  • Supervised Client Services group (payments and resets), Trades Processing and Documentation teams.
  • Grew the organization from a regional US based team to a global cross currency unit across debt, credit and emerging market derivatives.
  • Member of the Operations review board to analyze new derivative product ideas and their impact on the support structure.
  • Initiated a Derivatives Training program for undergraduates. This program was the first of its kind and produced several key leaders in the organization.
Jun 1993 - Jan 1998

Vice President

Zurich, CH

Middle Office Derivative Operations

1988 - 1993 ~5 yrs
1 education record

Lynne Davis education

  • Lehigh University College Of Business
    Lehigh University College Of Business
    Finance
FAQ

Frequently asked questions about Lynne Davis

Quick answers generated from the profile data available on this page.

What company does Lynne Davis work for?

Lynne Davis works for Jefferies.

What is Lynne Davis's role at Jefferies?

Lynne Davis is listed as CIO Wealth Management Technology at Jefferies.

What is Lynne Davis's email address?

AeroLeads has found 2 work email signals at @jefferies.com for Lynne Davis at Jefferies.

What is Lynne Davis's phone number?

AeroLeads has found 4 phone signal(s) with area code 201, 212 for Lynne Davis at Jefferies.

Where is Lynne Davis based?

Lynne Davis is based in New York, New York, United States while working with Jefferies.

What companies has Lynne Davis worked for?

Lynne Davis has worked for Jefferies, Skadden Arps, Merrill Lynch, D.S. Wolf Group International, Llc, and Capco.

How can I contact Lynne Davis?

You can use AeroLeads to view verified contact signals for Lynne Davis at Jefferies, including work email, phone, and LinkedIn data when available.

What schools did Lynne Davis attend?

Lynne Davis holds Bachelor Of Science - Bs, Finance from Lehigh University College Of Business.

What skills is Lynne Davis known for?

Lynne Davis is listed with skills including Investment Banking, Strategy, Derivatives, Business Analysis, Capital Markets, Leadership, Financial Services, and Prime Brokerage.

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