Lynn Sautter Beal Email and Phone Number
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Lynn Sautter Beal personal email
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Lynn currently leads teams at Upstart (NASDAQ:UPST), a leading AI lending marketplace, providing diligence, onboarding, and post launch support to 100+ bank and credit union lending partners. Starting in 2019, she built the Implementation and Customer Success teams as Upstart scaled from 200+ to 2000+ employees and went public via IPO in December 2020. Her scope expanded to include the Diligence team responsible for leading prospective lending partners through the review of AI lending and SaaS platform policies & procedures for personal loans, auto refi and retail lending, and the burgeoning HELOC product, as well as overseeing the Professional Services team to deliver custom scripting for integrations and to construct API connector strategies to deepen lender customer value opportunities.Lynn is also a Podcast Host for Leaders in Lending, an Upstart podcast that highlights the perspectives of senior executives from leading financial institutions discussing the future of lending, digital transformation, and more: https://www.upstart.com/lenders/podcasts/Prior to joining Upstart, Lynn spent many years at JPMorgan Chase in Asset & Wealth Management managing Global Fixed Income Investment Guidelines, Private Banking Discretionary Portfolio Solutions, and Global Portfolio Implementation functions. She holds a Master of Science degree in Data Science with a specialization in Analytics & Modeling from Northwestern University.
Upstart
View- Website:
- upstart.com
- Employees:
- 1662
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Vice President, Consumer Lending OperationsUpstartColumbus, Oh, Us -
Podcast HostLeaders In Lending Podcast Jan 2024 - PresentA weekly podcast where consumer lending executives and fintech experts discuss digital transformation, AI, innovation, and more! -
Vp, Head Of Lender Services - Diligence, Professional Services, Implementation, & SuccessUpstart Aug 2019 - PresentSan Mateo, Ca, UsCurrently lead teams of Due Diligence Experts, Professional Services Solutions Architects, Implementation Managers, and Customer Success leaders for Lending Partnerships.Starting in 2019, she built the Implementation and Customer Success teams as Upstart scaled from 200+ to 2000+ employees and went public via IPO in December 2020. Her scope expanded to include the Diligence team responsible for leading prospective lending partners through the review of AI lending and SaaS platform policies & procedures for personal loans, auto refi and retail lending, and the burgeoning HELOC product, as well as overseeing the Professional Services team to deliver custom scripting for integrations and to construct API connector strategies and third party vendor relationships to deepen lender customer value opportunities. -
Vp, Data & Analytics Product SolutionsJ.P. Morgan Apr 2018 - Aug 2019New York, Ny, UsLead the Commercial Bank credit analytics book of work and aligned data science team, creating innovative solutions for new product development, client insights, and sales optimization. Chief of Staff to the Commercial Bank Chief Data Officer, developing strategic vision and business management plans. -
Vp, Global Portfolio Implementation, Transformation & TechnologyJ.P. Morgan Feb 2017 - Apr 2018New York, Ny, UsNew product development, process optimization, and trading technology enhancement and rationalization for the Asset & Wealth Management business. -
Technical Product Director, Fixed Income & Stable ValueNationwide Financial Nov 2015 - Feb 2017Columbus, Ohio, UsProduct development and management for the stable value suite of solutions within Nationwide Retirement Plans for both Public and Private Sector markets. This includes general and separate account products as well as collective investment trusts. Represent Nationwide's stable value solutions to consultants, advisors, and plan sponsors during due diligence and finals presentations. - Nationwide Retirement Plans Data & Analytics Strategic Planning, Business Leader - Nationwide Financial Data Strategy Operating Committee, Member -
J.P. Morgan Asset & Wealth ManagementJ.P. Morgan Jun 2011 - Nov 2015New York, Ny, UsVP, Portfolio Manager, Team Lead of US Private Bank National Trust team 2014-2015 Built and managed team of client facing portfolio managers to integrate the Shared Authority Trust business into centralized Portfolio Management. VP, Investment Guidelines; Global Fixed Income, Currency, & Commodities 2012 -2014 Managed teams of coding and monitoring professionals to ensure portfolio investment compliance in institutional client accounts, 40 Act mutual funds, and commingled collective trusts. Present to new and existing institutional clients and consultants.VP, Trade Support Manager; Global Liquidity, High Yield Fixed Income, & Equity 2011 - 2012 Oversaw teams providing post execution trade support for various lines within the global fixed income business. Present to new and existing institutional clients and consultants. Implemented Tri-Party Repo and Money Market trading reform rules coming out of the Federal Reserve after 2008. -
Senior Treasury Analyst, InvestmentsOhiohealth Corporation Sep 2008 - Jun 2011Columbus, Ohio, UsJoined the company in a newly created role to perform investment program analysis and due diligence for a $1.8 billion corporate portfolio and $330 million cash balance pension plan. Partnered with external investment consultant to select and monitor 3rd party investment managers. -
Registered Associate, Shaffer Consulting GroupMorgan Stanley Smith Barney, Graystone Consulting Jul 2006 - Sep 2008New York, Ny, UsA global private wealth management unit of Morgan Stanley Smith Barney (formerly Citi Institutional Consulting), focusing on investment consulting to institutional and ultra high net worth clientele. -
Equity & Fixed Income Trader/AnalystMeeder Investment Management Dec 2003 - Jul 2006Dublin, Oh, UsAn investment management firm with an emphasis on tactical asset allocation, combining technical and fundamental analysis. -
Registered Sales AssistantVarious Broker Dealers Jun 2000 - Dec 2003
Lynn Sautter Beal Skills
Lynn Sautter Beal Education Details
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Northwestern UniversityData Science With A Specialization In Analytics & Modeling -
Otterbein UniversityMagna Cum Laude With Departmental Honors -
The Ohio State UniversityEconomics
Frequently Asked Questions about Lynn Sautter Beal
What company does Lynn Sautter Beal work for?
Lynn Sautter Beal works for Upstart
What is Lynn Sautter Beal's role at the current company?
Lynn Sautter Beal's current role is Vice President, Consumer Lending Operations.
What is Lynn Sautter Beal's email address?
Lynn Sautter Beal's email address is ly****@****hoo.com
What schools did Lynn Sautter Beal attend?
Lynn Sautter Beal attended Northwestern University, Otterbein University, The Ohio State University.
What are some of Lynn Sautter Beal's interests?
Lynn Sautter Beal has interest in Campaign For Columbus City Council, Children, The Office Of The Governor, 2004, 2004 Campaign For Columbus City Council, 1999 The Office Of The Governor, Volunteer Coordinator, Summer 1998, Administrative Assistant, Campaign Manager.
What skills is Lynn Sautter Beal known for?
Lynn Sautter Beal has skills like Data Analytics, Data Science, Big Data, Investments.
Who are Lynn Sautter Beal's colleagues?
Lynn Sautter Beal's colleagues are Nash Brecht, Kai Hall, Dan Meehan, Danielle Miller, Vicente Canaveras, James Napolitano, Eric Oden.
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