Jean Lundy

Jean Lundy has a diverse work experience spanning several companies. Jean started their career at Bank of America Merrill Lynch in 1998, where they served as a Senior Trade Specialist. Their responsibilities included supporting traders and investment managers, allocating trades, ensuring trade settlements, and acting as a liaison to multiple investment managers and high-profile financial advisors.

In 2010, Jean joined JPMorgan Chase as a Research Analyst. Here, they provided assistance to customers in the independent Foreclosure Review Project initiated by the Obama Administration. Their tasks involved reviewing and analyzing customer complaints related to foreclosures and loan modifications and generating reports.

In 2018, Jean moved to Fiserv Lending Solutions, where they worked as a Client Support Specialist. Jean provided quality responses and alternative solutions for client requests and issues related to trade processing, settlement, and accounting.

Jean's experience expanded when they joined Insight Investments, LLC in 2021. Jean initially served as a Client Associate, offering operational and administrative support to Financial Advisors. Later, they took on the role of a Client Support Specialist, where they answered inbound calls from internal clients and supported Financial Advisors on the products offered by UBS.

Currently, Jean is employed at Morgan Stanley as a Senior Portfolio Associate, a role they started in 2022. Their responsibilities include managing day-to-day tasks, resolving issues, and executing long-term projects. Jean also reviews work products, addresses escalated items, and serves as a primary conduit between MSIM and the middle office vendor for Equity Portfolio Management Groups.

Jean Lundy began their education at Brooklyn College in 1988 and completed their Bachelor of Arts (B.A.) degree in Political Science and Government in 1996. In 2011, Jean attended New York University for a brief period of time, focusing on Adult and Continuing Education and Teaching. The degree obtained during this time is not specified.