Matt Lynch Email and Phone Number
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Matt Lynch personal email
Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. Matt, who has over 25 years of industry experience, has had a successful career as a financial services senior executive and consultant. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change. Matt serves senior executives at financial services companies by focusing on corporate-level strategy, resource optimization and change management. Matt's professional background includes progressive senior leadership roles as President & CEO of an independent broker-dealer and RIA, Capital Analysts Incorporated, CFO of Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, where Matt was a Director of the business consulting group where he was widely recognized for his industry expertise in succession planning, M&A, and financial services distribution strategies. Matt is a frequent keynote speaker at company events and industry conferences for firms and organizations throughout North America. He also serves on the board of directors and/or in board advisory roles for a number of financial services companies. Matt is a native of Dayton, Ohio and received his MBA from Xavier University in Cincinnati. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from The American College. Matt can be reached at MLynch@StrategyResources.com, Office: 937-938-8408
Strategy & Resources Llc
View- Website:
- strategyresources.com
- Employees:
- 6
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Managing PartnerStrategy & Resources Llc Jan 2015 - PresentDayton, Ohio AreaManaging Partner of Strategy & Resources, LLC, thought leader and change agent known for innovative approach to financial services.Strategy & Resources LLC is a full-service independent consulting firm led by a team of innovative specialists and entrepreneurs, offering deep expertise within the Financial Services industry. We are well positioned to help our clients drive transformational change at a fast, but prudent pace, with limited risk, and maximum results.As a top executive, you are focused on running a great business while ensuring that the executive leadership team is aligned when it comes to generating your collective vision and goals. The C-Suite will always have a lot riding on the strategic decisions made.Core services fall into three distinct but complimentary categories: Strategic Consulting; Practice Management; Premier Support. Managing Partner Matt Lynch and the executive team specialize in working with financial services companies, focusing on corporate-level strategy, resource optimization and change management. Additional services include succession planning, M&A strategies and post-merger integration plans, board retreats and benchmarking studies. For more information, visit http://www.StrategyResources.com
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Member Board Of DirectorsXtiva Financial Systems 2016 - 2022 -
Member Board Of DirectorsFolio Investing 2013 - 2020Virginia, United States -
Member Board Of DirectorsLenox Wealth Management 2012 - 2020Cincinnati, Ohio, United States
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Member Of The Board Of AdvisorsFinancial Network Group / Simply Money Advisors 2015 - 2017
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Member Of The Board Of AdvisorsLarkin Point Capital Investors Llc 2013 - 2015 -
PrincipalTiburon Strategic Advisors 2012 - 2014Tiburon, CaliforniaManagement Consulting -
Member Board Of DirectorsByallaccounts 2012 - 2014Massachusetts, United States
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President & CeoCapital Analysts Incorporated 2007 - 2011Cincinnati, OhIndependent Broker-Dealer and RIA
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DirectorMoss Adams, Llp 2004 - 2006Seattle, WashingtonFinancial Services Management Consulting -
CfoLincoln Financial Advisors 1993 - 2004Philadelphia, PaFinancial Services DistributionBroker-Dealer
Matt Lynch Skills
Matt Lynch Education Details
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Executive Mba
Frequently Asked Questions about Matt Lynch
What company does Matt Lynch work for?
Matt Lynch works for Strategy & Resources Llc
What is Matt Lynch's role at the current company?
Matt Lynch's current role is Managing Partner at Strategy & Resources LLC.
What is Matt Lynch's email address?
Matt Lynch's email address is ml****@****ces.com
What schools did Matt Lynch attend?
Matt Lynch attended Xavier University - School Of Business Administration.
What skills is Matt Lynch known for?
Matt Lynch has skills like Financial Services, Management Consulting, Strategy, Strategic Planning, Investments, Business Strategy, Project Management, Mergers And Acquisitions, Management, Financial Planning, Leadership, Consulting.
Who are Matt Lynch's colleagues?
Matt Lynch's colleagues are Marty Miller, Dave Miller, Joy Romage.
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