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@aspiriant.com
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Lynne Born is listed as CPO, Previously CEO & President | Strategic Planning and Execution | Brand Differentiation Leading to Revenue | Growth and Profit Drivers | HNW Financial Services | MFO & SFO & RIA at Aspiriant, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at aspiriant.com, phone signal with area code 650, 415, and a matched LinkedIn profile for Lynne Born.
Lynne Born previously worked as Chief Practice Officer, Partner at Aspiriant and Strategy Chair, Board of Directors at Women Business Collaborative. Lynne Born holds Certification - Leading Professional Services Firms from Harvard Business School Executive Education.
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AeroLeads found 1 current-domain work email signal for Lynne Born. Compare company email patterns before reaching out.
Lynne Born (Chief Practice Officer and Partner, previously CEO, President) has extensive expertise in HNW financial services, RIAs, Multi-Family Offices, Single Family Offices, multi-generational families and privately held businesses. Previously CEO of a Best-of-the-Best NYC-based HNW accounting firm and President of a Silicon Valley based RIA, Lynne focuses on strategic planning, firm culture, growth strategies, and business development initiatives. Co-founder of the Women Business Collaborative and Chair of Strategy, nationwide alliance of 40 women’s organizations and millions of executives collaborating to accelerate change; formerly Chair of the Board of Watermark, the premier women’s networking group in Silicon Valley. Silicon Valley 2014 Women of Influence Award; frequent keynote on succession planning, innovation, HNW multi-generational family issues, women’s leadership.♦ Strategy, Vision, Execution – led over 30 Strategic Planning Retreats. Clarify the mission, vision and brand differentiation to surface new strategies, revenue streams or profit drivers. Resolve complex business questions and identify highest value priorities resulting in an actionable business plan to accomplish the objectives of the organization or family.♦ MFO Partner-in-Charge – one of the largest MFOs in the US serving HNW multi-generational families and business owners. Greatly expanded client services; revenue increased 360%; staff increased 5-fold; scaled business for growth. ♦ Clients / Multi-Generational Families – worked with complex multi-generational families and SFOs for over 20 years specializing in succession planning and intergenerational family dynamics; led family strategic planning sessions and coached next generation into family leadership; refreshed circle of professional advisors, attorneys and MFO. ♦ Succession Planning, Growth, Business Transformation – extensive expertise in succession planning as tied to growth; meet the needs of G1, G2 and G3 from valuation/exit strategy to coaching dozens of next generation leaders into revenue generating roles (50% women). Drove profitable growth more than doubling revenue and staff; refocused brand on the ultra HNW market; added new market segments; scaled all aspects of firm management (finance, BD, tech, productivity, HR, operations). ♦ Business Development – subject matter expert in BD initiatives to grow revenue and coach next generation into expanding relationships and clients. Design and analyze BD pipeline data to target specific markets.
Listed skills include Strategic Planning, Management, Organizational Development, Business Strategy, and 8 others.
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Los Angeles, CA, US
Aspiriant is a leading independent wealth management firm in the U.S. with more than $14 billion of assets under management and advisement. The firm provides a full range of wealth management services for over 1,700 individuals, families and institutions throughout the country with offices in Los Angeles, San Francisco, Silicon Valley, San Diego, Orange.
Washington, DC, US
WBC is an unprecedented alliance of over 40 national women’s business organizations collaborating together to achieve Equal Position, Pay and Power for All Business Women. We are also a movement of over a million women and men, business organizations, public and private companies and the media accelerating change through collaboration, advocacy, action and.
Mountain View, CA, US
Leading independent wealth management firm located in Silicon Valley and named Best Place to Work multiple times. Focus on strategic planning, succession planning to create next generation leaders, culture, business transformation and go-to-market initiatives that drive the Firm's business objectives forward.
New York, NY, US
High net worth accounting and consulting firm located in New York City, recognized multiple times as one of the nation’s “Best of the Best” accounting firms. Specializes in successful entrepreneurs, high net worth individuals and families, Family Offices, privately-held businesses, and non-profit organizations. Strategic planning, growth and go-to-market.
US
Chair of the Board 2015-2018; Chair of Strategic Planning Committee; Member of Finance Committee; premier executive women's networking group in Silicon Valley.
Redwood City, CA, US
Partner, Chief Operating Officer and member of Executive Committee for large regional HNW accounting and consulting firm located in Silicon Valley and San Francisco, California. Seiler LLP has been named one of the top 25 “Best of the Best” accounting firms nationally for eleven years.
Redwood City, CA, US
Partner-in-Charge of one of the largest MFOs inside an accounting firm in the United States. Strategic planning, high growth, operational optimization.
750M AUM private equity fund-of-funds firm in Silicon Valley. Firm leadership including HR, IT and Operations. Implemented multiple large IT initiatives relative to best-in-class, high-end security environment.
Managed rapid expansion of real estate focused law firm; responsible for drafting discovery documents, case management statements, subpoenas, legal pleadings, all phases of trial preparation and settlement agreements.
Co-founded high quality online retail business specializing in unique line of historic arts from around the world, created by artists maintaining their cultural heritage. Designed and drove revenue / customer service model; negotiated marketing partnerships and managed relationships with partner sites; developed infrastructure solutions including.
Other employees you can reach at aspiriant.com. View company contacts →
Brad Weber, Cpa
Colleague at Aspiriant
Minneapolis, Minnesota, United States, United States
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CH
Chelsea Hwang
Colleague at Aspiriant
San Diego, California, United States, United States
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AS
Adam Stanley, Cfp®, Cima®
Colleague at Aspiriant
New York, New York, United States, United States
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GK
Ginny King
Colleague at Aspiriant
Los Angeles, California, United States, United States
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MI
Mitchell I.
Colleague at Aspiriant
Los Angeles, California, United States, United States
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CK
Christina Kettler
Colleague at Aspiriant
Vancouver, British Columbia, Canada, Canada
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HA
Helen A. Dietz, Cfp®
Colleague at Aspiriant
San Francisco Bay Area, United States
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JH
Jill Haugse
Colleague at Aspiriant
San Francisco, California, United States, United States
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RP
Ryan P. Benson, Cpa, Cfp®
Colleague at Aspiriant
Los Angeles, California, United States, United States
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LM
Lisa M. Colletti, Jd, Cfp®
Colleague at Aspiriant
Garden City, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Lynne Born works for Aspiriant.
Lynne Born is listed as CPO, Previously CEO & President | Strategic Planning and Execution | Brand Differentiation Leading to Revenue | Growth and Profit Drivers | HNW Financial Services | MFO & SFO & RIA at Aspiriant.
AeroLeads has found 1 work email signal at @aspiriant.com for Lynne Born at Aspiriant.
AeroLeads has found 3 phone signal(s) with area code 650, 415 for Lynne Born at Aspiriant.
Lynne Born is based in San Francisco Bay Area, United States, United States while working with Aspiriant.
Lynne Born has worked for Aspiriant, Women Business Collaborative, Wealth Architects, Llc, Perelson Weiner Llp, and Watermark.
Lynne Born's colleagues at Aspiriant include Brad Weber, Cpa, Chelsea Hwang, Adam Stanley, Cfp®, Cima®, Ginny King, and Mitchell I..
You can use AeroLeads to view verified contact signals for Lynne Born at Aspiriant, including work email, phone, and LinkedIn data when available.
Lynne Born holds Certification - Leading Professional Services Firms from Harvard Business School Executive Education.
Lynne Born is listed with skills including Strategic Planning, Management, Organizational Development, Business Strategy, Change Management, Finance, Growth Strategies, and Execution Of Strategic Plan.
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