Lynda is an Client Account Administrator in the Lynnfield, MA office. As a designated resource for logistical and administrative needs, she works closely with clients to provide a trusted point of contact and to ensure a consistent, positive experience. Account-related tasks include client onboarding, reporting, coordinating with financial institutions, movement of funds, and other practical matters.
Lynda has over 15 years of experience in the financial industry with previous positions including Eastern Bank and Fleet Bank of Massachusetts, where she was an Assistant Vice President in Corporate Treasury Sales.