Lynn Voss Email & Phone Number

St. Louis City, Missouri, United States (Home Office)

*Open new domestic and foreign accounts for institutional clients Complete daily reports for existing clients*Complete daily reports for existing clients*Coding in back-office computer applications including Beta and Thomson with use of OnBase

Clayton, Missouri, United States (Branch)

Goldberg Zeldin Wealth Management Group * Complete stock research & corresponding reports, asset allocations, and annual required minimum distributions* Open new accounts as requested, submit proper documentation through Central Office, and process money movement transactions* Assist clients with inquiries including online client interface issues, update client data systemwide and identify situations requiring proper escalation* Adhere to and participate in regular compliance training* Assist in marketing of client events including communications and mailings

Greater St. Louis

* Contract Position through Aston Carter Recruiting & Staffing (6-month contracts consecutively renewed)* Research compliance inquiries at the executive level for Wells Fargo Advisors (WFA) brokerage accounts, accommodating various wealth management tiers and including Private Client Group* Navigate multiple/layered online interfaces while conducting research* Brokerage client/customer support, operations, and resolution of complex issues

Greater St. Louis

* Client services training specifically for the purposes of Securities Industry Essentials (SIE) exam and Series 7 exam preparation* Establish relationships with new customers and maintain connections with existing clients to ensure their continued loyalty through client services phone center.

Greater St. Louis Area

• Develop and maintain relationships with elected officials, university leaders, community leaders, and government staffers to help ensure the long-term stability of programs• Fundraising, donor, and advisory board management• Research, prepare, write, and submit grant proposals for university programs• Analyze target audiences and implement marketing & communications plans accordingly• Develop and oversee web/social media content as well as electronic announcements, program brochures, and newsletters• Advocate on behalf of COE and UMSL’s mission to both internal and external partners• Evaluate training programs, determine client needs, and improve/update programs• Direct related planning of projects, programs, and events• Prepare institutional reports and synthesize policy content for constituent audiences

Greater St. Louis Area

Previously, Senior Continuing Education Coordinator* Respond to coordination requests for special projects/events from academic units and assign coordination teams as appropriate by workload and specialty* Manage all higher level conferences including those with complex budgets, appearance agreements, vendors, negotiation of venue contracts, third party sponsors, outside contractors, and special needs for high profile clients* Collaborate with academic units on grant proposals, oversee budget management and final reports* Collaborate with senior management on distribution of team duties among PCS unit and other administrative/strategic policy issues* Supervise and provide direction on projects to coordination team members

Greater St. Louis Area

* Coordinate grant-supported programs between academic unit, internal and external partners* Manage administrative activities of academic unit and all related programs including faculty payroll, faculty relationships, course evaluation, curriculum development and approval process of credit courses, maintenance of records, departmental budgeting in conjunction with Chair and Dean’s Office, supervision of staff, and planning of special events* Promote academic unit and its programs through the development of marketing materials, newsletter, and website

Washington D.C. Metro Area

* Researched and reported on current legislation to senior office staff* Monitored Congressional hearings, interpreting responses for policy formulation* Prepared hearing reviews for the Secretary’s Daily Legislative Report* Edited Under Secretary’s hearing testimony

General Services Security Exam (Series 7) & Security Industry Essentials Exam (Sie), Finance And Financial Management Services, (Pass)

The General Securities Representative Qualification Examination (Series 7)— assesses the competency of an entry-level registered.

Master Of Arts (Ma), Cultural/Historical Geography, 3.89

Activities and Societies: Internships: Assistant Editor. Edited fiction and developed promotional pieces on films and lecture series.

Bachelor Of Science (Bs), Geography, 3.38

Activities and Societies: Internship: Staff Assistant. U.S. Department of State, Office of Legislative and Intergovernmental Affairs. *.