Lynda Furnari Email & Phone Number

Los Angeles, California, Us

New York, Ny, Us

Spearheaded and worked primarily with business owners preparing to sell, or going through professional and life transitions, providing a holistic approach to wealth management, while growing BNY’s book of business. ✔ Partnered with investment bankers to create and develop the “M&A Playbook for Privately Held Companies – How to Maximize Value and Proceeds,” an educational series of seminars and accompanying materials. Served as a subject matter expert panelist for seminar presentations. Educated business owners on wealth management options to aid in navigating complex financial needs of managing multigenerational assets, philanthropic giving, family governance, and next-generation financial education. Strengthened the BNY Wealth Management brand by developing and cultivating relationships with COIs in the M&A community. Created and delivered an educational program for women business owners preparing to sell or transfer businesses.

Pittsburgh, Pennsylvania, Us

Senior Vice President | Sales Leader (Wealth Director), South Jersey, 2014 – 2020Senior Vice President | Sales Leader (Wealth Director), Philadelphia, 2011 – 2014Oversaw and drove growth and strengthen performance within South Jersey. Directed teams of 43 and 24, respectively, comprised of investment and trust advisors, wealth planners, private bankers, relationship managers, as well the Special Needs Trust Division. Accountable for recruiting, developing and retaining top talent, and building and maintaining partnerships across all distribution channels within consumer and commercial banking.✔ Within first year, led team to 125% of goal, going forward, consistently placing in top 5% of wealth teams through PNC’s footprint in the US. Built book of business, which resulted in seven new clients with $25M AUM and $300K in recurring annual revenue. Achieved 121% of fee-based goals and 112% of the overall goal. Recognized by leadership for 96% of client retention, while increasing high revenues. Cultivated and maintained excellent relationships with COIs through South Jersey and Philadelphia.

Dallas, Tx, Us

Leveraging strong entrepreneurial bent, capitalized on opportunity to jointly purchase franchise and create a family-owned business. Heavily involved at outset in building business, staffing, marketing, and establishing operational infrastructure. Continued in back-office consulting capacity upon acceptance of senior leadership role at PNC, while family continued with day-to-day operations.✔ Ranked fourth of 52 in Northeast region and 98th of 890 nationwide for sales performance. Achieved “King Club” status with $500K+ gross sales annually. Followed passion to give back to community, building initiatives with a variety of not-for-profits to raise money for cancer, build playgrounds, and support high school students with “Project Graduation.” Mentored other franchise owners and consulted with corporate about practices.

Orchestrated, transformed underperforming organization and lead sales of software package, which competed with Merrill Corporation. Managed $10M budget and team of 83 at multiple staffed locations within top mutual fund companies.✔ Played integral role in positioning software as top-of-the-line, resulting in 85% market share. Member of senior management team, which prepared company for sale, and upon agreement, traveled across the US to win client approval and 100% retention. Averted $10M revenue loss by negotiating several, multimillion-dollar contract renewals. Transitioned team following acquisition by Bowne and employed 100-day Rapid Results Initiative (RRI) to facilitate sales of FundSuite SX to new client base.Earlier career progression:Product Manager | Account Executive, Merrill Corporation; Marketing Representative, PictureTel Corp; Manager of Implementation, Quality Assurance, and RCC Services, US Paging Corporation; Director of Office Services, J. Diamond & Co; Supervisor, Customer Relations, Harcourt Brace Jovanovich, Inc, and Transactions Processing Supervisor, Citibank.

Mba, Finance

Bs, Accounting; Minor, Computer Science