Lynne M Lawrence

Lynne M Lawrence has a diverse work experience spanning over several years. Lynne M started their career in 1984 as a Purchasing Assistant at BP America/Standard Oil Company, where they handled order management and customer service. Lynne M then transitioned to a Trading Operations Assistant role, monitoring and maintaining foreign exchange and fixed income positions.

After leaving BP, Lynne worked at National City Bank as an Investment Operations Specialist, where they verified foreign exchange payments and monitored systems. Lynne M later joined McDonald & Company Securities as an Analyst, assisting in business formation, marketing, and client communication.

In 1998, Lynne became a Manager at Victory Capital Management, where they reviewed and improved operational procedures and acted as a liaison between product lines and operational areas. Subsequently, Lynne joined KeyBank as a Portfolio Manager/Director in 1999 and managed a municipal money market fund and separately managed accounts.

Their most recent role is as a Director of Investments at MAI Capital Management, LLC, where they source, analyzes, trades, and monitors securities in the municipal sector. Lynne also maintains broker dealer relationships and collaborates closely with client Portfolio Managers to achieve client goals and objectives.

Lynne M Lawrence holds a Bachelor of Arts (B.A.) degree from Baldwin Wallace University. Lynne M also pursued a Masters of Business Administration degree with a specialization in Finance, General from the Weatherhead School of Management at Case Western Reserve University.