Owner And Designer Lyn Wilson Originals
Current
Lyn Wilson Originals
Dec 2018 - Present
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Lyn Wilson Email & Phone Number
Owner and designer Lyn Wilson Originals
at
Lyn Wilson Originals
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Current company
Lyn Wilson Originals
Role
Owner and designer Lyn Wilson Originals
Location
Hendersonville, North Carolina, United States
Who is Lyn Wilson? Overview
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Quick answer
Lyn Wilson is listed as Owner and designer Lyn Wilson Originals at Lyn Wilson Originals, based in Hendersonville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Lyn Wilson.
Lyn Wilson previously worked as Vice President Wealth Management at First Citizens Bank and Vice President, Private Client Group at Wall & Co, Inc.. Lyn Wilson holds Mba, Finance, 3.9 from University Of California, Los Angeles - The Anderson School Of Management.
Profile bio
About Lyn Wilson
Lyn Wilson is a Owner and designer Lyn Wilson Originals at Lyn Wilson Originals. Colleagues describe them as "In addition to her very strong analytical skills, superior finance and capital markets knowledge and experience, Lyn’s work ethic is second to none. Lyn’s ability to assess a situation and the project/job deliverables, and then successfully execute, under, in some cases, meaningful time constraints, was unique. She made valuable contributions to various deal teams, represented the bank at deal related meetings and was responsive to questions from potential investors/lenders." and "Lyn is by nature very analytical and a perfectionist, which make her perfect for her position as a Wealth/Financial Planner. She comes back with questions that I would never even consider but after a short explanation, you can see how it would have an impact on the plan. She is very thorough and you know when she presents a plan, then it is all-encompassing and completely thorough. I've learned a lot of things to consider that I would not have thought about. She puts her plans together in a very professional and organized manner and from all I've heard and seen, clients have been impressed and very happy from the results of her plans and her ability to present them along with answering their questions in a way that they easily understand. While that is her speciality, she has always been happy to help everyone here with smaller component modules - whether it's analyzing assets vs. our strategy, doing a retirement plan or calculating how long someone's funds will last, she has helped bring in a lot of business over the years with her help on the front end with these major value-adds that often go unrecognized. Her ability to work with everyone here and to be flexible with producing value-adds vs. only working on a full-blown plan make her stand out in the world of financial planners. I think that her teamwork in that regard has helped bring in much more business than planners who are not as flexible or team-oriented. I recommend her highly and thoroughly enjoy working with her."
Current workplace
Lyn Wilson's current company
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Lyn Wilson Originals
8 roles · 39 years
Lyn Wilson work experience
A career timeline built from the work history available for this profile.
Vice President Wealth Management
• As part of a team based approach, seek to guide clients through a holistic wealth planning process, taking into account that each individual, family or business has unique goals and objectives.• Analyze data, prepare and present recommendations which may include cash flow planning, wealth accumulation and transfer, investment management, risk management; and the coordination of estate, gift and charitable planning.• Successfully work with other bank divisions to incorporate creative strategies and maximize plan value to the client• Develop a network of resources to address multi-disciplinary issues and continue my professional development
Mar 2008 - May 2017
Vice President, Private Client Group
Wall & Co, Inc.
• Developed financial plans and presented asset allocation recommendations utilizing proprietary funds• Created institutional research reports to market Wall & Co. momentum-based funds to institutional investors• Trained in Bacharach & Associates Value Based Financial Planning and the Bill Good Marketing System
2005 - 2006
~1 yr
Manager, International Recreation Enterprises
• Prepared and presented annual operating, cash flow and capital spending plans for theme parks division• Developed monthly forecast review, including detailed variance analyses; evaluated new capital requests• Analyzed financial results for weekly management report; prepared quarterly review for Board meeting
2001 - 2003
~2 yrs
Associate, Leveraged Finance & Asset Based Lending
Bank Of America Securities
• Modeled and marketed a broad range of debt products, including high yield bonds and asset-based loans, as part of a team that syndicated over $900 million in credit facilities• Led due diligence investigations with management; evaluated clients’ strategic plans and credit quality• Drafted offering memoranda, prepared bank meeting presentations and responded to post meeting requests for information; managed correspondence with bank syndicate
1999 - 2001
~2 yrs
Director, Financial Analysis & Planning
Warner Bros. International Recreation Enterprises
• Analyzed potential return on investment for theme parks; worked directly with joint venture partners in London to establish feasibility of $350 million project; presented financial model to city representatives• Worked on site for opening of Movie World Germany; developed cash control procedures
1995 - 1997
~2 yrs
Associate, Investment Banking
Sutro & Co
• Completed initial and secondary public equity offerings totaling almost $200 million
1992 - 1995
~3 yrs
Analyst, Investment Banking
• Analyzed financial effects of security issuances and mergers and acquisitions
1988 - 1989
~1 yr
3 education records
Lyn Wilson education
Bachelor Of Arts (B.A.), Economics
Education record
Rice Memorial High School
FAQ
Frequently asked questions about Lyn Wilson
Quick answers generated from the profile data available on this page.
What company does Lyn Wilson work for?
Lyn Wilson works for Lyn Wilson Originals.
What is Lyn Wilson's role at Lyn Wilson Originals?
Lyn Wilson is listed as Owner and designer Lyn Wilson Originals at Lyn Wilson Originals.
Where is Lyn Wilson based?
Lyn Wilson is based in Hendersonville, North Carolina, United States while working with Lyn Wilson Originals.
What companies has Lyn Wilson worked for?
Lyn Wilson has worked for Lyn Wilson Originals, First Citizens Bank, Wall & Co, Inc., The Walt Disney Company, and Bank Of America Securities.
How can I contact Lyn Wilson?
You can use AeroLeads to view verified contact signals for Lyn Wilson at Lyn Wilson Originals, including work email, phone, and LinkedIn data when available.
What schools did Lyn Wilson attend?
Lyn Wilson holds Mba, Finance, 3.9 from University Of California, Los Angeles - The Anderson School Of Management.
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