In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Ms. Lynham was an Investor Relations Analyst with Credit Suisse Asset Management, in New York City.
She is a graduate of Georgetown University with a Bachelor of Arts degree in Government.
Ms. Lynham was co-captain of Georgetown’s Division 1 women’s tennis team, and was named to the Big East Conference All Academic Team in each of her four years as an undergraduate. She was also awarded Honorable Mention twice as Big East “Women’s Athlete of the Week.”