KATHRYN LYNCH
Valley Village,CA
Summary
Financial professional with history of delivering impactful financial solutions and supporting clients in achieving their financial goals. Proven ability to collaborate effectively with teams and adapt to evolving financial landscapes. Demonstrated success in driving business growth, strengthening client relationships, and collaborating with advisors to exceed production objectives.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Associate Financial Consultant Senior
Logix Federal Credit Union
Valencia, CA
02.2019 - Current
- Supported multiple Financial Consultants in exceeding annual production goals, contributing to the success of advisors who surpassed their targets ahead of schedule
- Demonstrated adaptability and leadership during periods of organizational change by supporting advisor transitions, ensuring continuity of service, and helping retain client assets
- Successfully expanded responsibilities beyond operational support by developing sales capabilities, building client relationships, and delivering results while consistently exemplifying organizational values, teamwork, and a member-first approach
- Department Star Award 2024, 2025
Brokerage and Insurance Sales and Operations Representative II 02/22-01/23
- CA Life and Health License
Branch Staff 02/2019-01/22
- Selected by in house Talent Department as a Branch Operational
Excellence Subject Expert
- Served thirteen branch locations
Senior Teller
Chase Bank
Tarzana, CA
06.2018 - 02.2019
- Handled banking transactions at top 250 performing branches.
Flight Attendant
Spirit Airlines
Chicago, IL
05.2015 - 05.2018
- Delivered personalized service to diverse clients in a fast-paced environment,
- Disney Institute Professional Development training.
Education
Bachelor of Arts - Political Science
Virginia Commonwealth University
Richmond, VAAssociate of Science - Social Sciences
J Sargeant Reynolds Community College
Richmond, VASkills
- Service Oriented
- Thorough knowledge of financial markets and product offerings
- Experienced in Microsoft Office products
- Multitasking and organization
- Strong verbal and written communication
- Relationship building and management
Certification
SIE
FINRA Series 7 License
NASAA Series 66 License
Timeline
Associate Financial Consultant Senior
Logix Federal Credit Union
02.2019 - Current
Senior Teller
Chase Bank
06.2018 - 02.2019
Flight Attendant
Spirit Airlines
05.2015 - 05.2018
Bachelor of Arts - Political Science
Virginia Commonwealth University
Associate of Science - Social Sciences
J Sargeant Reynolds Community College