LYNNE H. BRAUNSTEIN
330 Clematis Street, Suite 210, West Palm Beach, Florida 33401
Phone: 561.820.9700
lbraun@firstintegritycapital.com
EDUCATION
Muhlenberg College, Allentown, PA, B.A. 1977
EXPERIENCE
Manager, Financial Operations and Trading (Present) First Integrity Capital Partners Corp. West Palm Beach, FL
Responsible for all trade operations including settlements, new accounts and recordkeeping. Additionally will oversee the completion of monthly financials and reconciliation and assist with Firm’s compliance and registrations.
Client Services (2010-1999) Banyan Partners LLC/Oaktree Asset Management LLC
Developed and maintained client relationships and executed all trades including equities, fixed income, options and mutual funds. Download and maintenance of Advent/Axys. Reconciled and balanced accounts, generated fee statements, performance reports and portfolio appraisals.
Sales Assistant/Operations (1999-1996) Morgan Stanley/Office Specialists
Assisted Financial Advisors in sales and administrative functions including analyze, resolve and reconcile client inquiries and problems including follow-up to ensure their completion. Performed all cashiering, wire and order, bookkeeping/margin and back office functions
Merrill Lynch & Co., Inc. (1994-1980)
Vice President, Private Client Group (1990 – 1994)
Managed department as client base grew from 500 to 90,000 accounts and asset growth from $10myn to $17byn, over 4 yrs. Maintained control through systems enhancements and operating efficiencies. Significantly expedited debiting of client accounts providing quicker access to $450myn of annual client fee income. Also increased product sales by reducing time needed for flow of commissions to Financial Consultants, assuring their continued high level of participation.
Assistant Vice President; Manager, Pension Services; and Manager, Product Development (1990-1986)
Created department from ground up and developed relational database to manage growth of client base. Managed staff to ensure timely design and processing of pension plans enabling penetration of business market. Developed fee-based strategy to replace transaction orientation resulting in steady income flow
Technical Training Instructor (1986 – 1980)
Designed and conducted training programs on all products, services and computer systems. Developed and implemented the first Sales Assistant Training Program and the first New Employee Orientation Program leading to a better trained staff with reduced turnover. Provided classroom and on-the-job training for all areas of branch operations including cashiering, wire and order, bookkeeping/margin and sales assistants.