Lynn Hunter Email and Phone Number
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Strategic, results-oriented Business Professional with expertise in leading teams in sales management, operations/project management, risk management, finance, and human resources. Impactful, adaptable team player with outstanding analytical skills. Excellent understanding of operations/project management and risk management across multiple lines of business, combined with critical-thinking skills with great capacity to create, implement, and execute business initiatives strategically and effectively./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Market Administrative OfficerUbs Sep 2020 - PresentSan Diego, Ca, United States -
Business Service Manager, Vice PresidentMorgan Stanley 2014 - Sep 2020La Jolla, California
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Business Initiatives Manager, Vice President, California RegionWells Fargo The Private Bank Feb 2011 - Nov 2013San Diego, CaliforniaCollaborated and partnered with senior leaders to increase sales and revenue through coaching, developing and rolling out new initiatives, and the tactical sales process within the High Net Worth Private Bank, a unit that specialized in working with clients with over $5 million in liquid assets and their businesses. Managed and partnered with national team members to create efficiencies, within Wealth Management through segmentation, client experience, team member experience, and sales. Increased client retention, employee retention and asset base by developing and implementing strategies, process and delivery programs. Key contributor executing for the California Region, which contributed 25% of the revenue in the national Private Bank financials
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Operational Risk Manager, Vice PresidentWells Fargo, The Private Bank, Southwest Region Nov 2009 - Feb 2011San Diego, CaAnalyzed financial, sales, and trending data to recommend strategic course of action to senior management Approver for 44 Accounting Units and 150+ team members. Designed, implemented, and executed processes to gain greater efficiencies within the region, which resulted in consistencies and effectiveness. Maintained oversight of operations, risk management, compensation, and key initiatives for the Southwest Region with annual revenue of $350 million, over 500+ team members. Teamed with 16+ managers and managed 14 staff members. Collaborated and partnered with senior leaders, finance, compliance, and human resources on business drivers within the region to enhance sales and revenue, while mitigating risks. Managed a risk management system in Southern California, Arizona and Nevada that was a successful model for the national footprint to assist in mitigating risk, internally and externally, resulting in a decrease in lawsuits and losses, through identification of negative trends and taking proactive corrective actions, through regional meetings, confidential management, 1x1s, et al.
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Operations Manager, Vice PresidentWells Fargo Wealth Management Group, Greater San Diego Nov 2005 - Nov 2009San Diego, CaAnalyzed office (Brokerage, Private Banking and Investment Management & Trust) Financials, Accounts Payable, Managed to fiscal plan, revenue and NIAT. Addressed escalated client issues that required complex resolution. Resolved complex compensation issues across multiple units’ divergent compensation plans. Defined and communicated sales producers’ annual sales goals. Approved all non-brokerage sales transactions. Facilitated national strategic initiatives and operational projects locally. Restructured business units with a focus on upgrading of personnel. Headed the Business Continuity Plan and National Deliver Exceptional Service committees. Managed staff of 14 junior producers and support. Local event coordinator for High Net Worth clients. 2008 Concord Elite winner for Service Excellence.
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Project Manager, Assistant Vice PresidentWells Fargo Private Client Services, Investments, San Diego Nov 2004 - Nov 2005San Diego, CaSupported and managed projects for 50+ Financial Consultants/Private Client Advisors and 30+ support staff. Managed activities associated with multiple projects that are typically cross-department or organizational entity-wide, with emphasis on brokerage. Coached and managed staff, including training and mentoring. Liaison with Community Bank on Licensed Banker program, with 40+ in region. On boarding of new producers/producer teams. Bi-monthly Small Branch Inspections. Resolved brokerage, compliance and Human Resource issues.
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Branch Administrative ManagerMorgan Stanley Jan 2000 - Nov 2004La Jolla, CaArea Supervisory for 150+ registered representatives, approximately $40 million net revenue. Day-to-Day Branch Supervisory responsibilities for 60+ Financial Advisors and 20+ support staff. Area recruiting/coordinating of transfer process, review of area Profit & Loss ledgers, compensation accounting, branch order approval/trade activity report, correspondence and seminar review, non-cash compensation approval, registration, syndicate coordinator, hiring and training/mentoring of area support staff and Financial Advisor trainees. Branch Manager’s Assistant (2001- 2003) and Financial Advisor (2000 - 2001)
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Operations Manager, Vice President, Asst. Chief Financial OfficerLa Jolla Trading, Inc, West Coast Options Fund Jan 1993 - Jan 2000La Jolla, CaPrincipal/Founding Partner, Commodity Trading Advisor and Commodity Pool Operator with over $100 million under pool management and 30+ Separately Managed Accounts with an additional $50 million in assets. Operations, compliance, and internal/external auditing. Series 3 licensed.
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Assistant To The PresidentRichard Russell'S Dow Theory Letters, Inc Jun 1989 - Jan 2000La Jolla, CaEditor, analytical research, personnel training and systems administrator. Circulation 12,000.
Lynn Hunter Skills
Lynn Hunter Education Details
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University Of California At San DiegoPolitical Science And Government, Minors In Communication And History
Frequently Asked Questions about Lynn Hunter
What company does Lynn Hunter work for?
Lynn Hunter works for Ubs
What is Lynn Hunter's role at the current company?
Lynn Hunter's current role is Market Administrative Officer | Pacific Desert Market, Director at UBS Financial Services, Inc..
What is Lynn Hunter's email address?
Lynn Hunter's email address is ly****@****ley.com
What is Lynn Hunter's direct phone number?
Lynn Hunter's direct phone number is +191425*****
What schools did Lynn Hunter attend?
Lynn Hunter attended University Of California At San Diego.
What skills is Lynn Hunter known for?
Lynn Hunter has skills like Operations Management, Finance, Team Building, Risk Management, Management, Human Resources, Leadership, Training, Strategy, Program Management, Executive Management, Financial Risk.
Who are Lynn Hunter's colleagues?
Lynn Hunter's colleagues are Rafael Andres, Annemarie Dim, Anaiara Lima E Oliveira, Karen Riches, Ben Heiland, Daniel Mühle, Kim Khuan Soh.
Not the Lynn Hunter you were looking for?
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1prodigy.net1 +128133XXXXX
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1massbay.edu -
Lynn Hunter
Loan Processor At Fairway Independent Mortgage CorporationGreensboro--Winston-Salem--High Point Area1fairwaymc.com
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