Lynn Gargano

I am an accomplished, committed Senior Financial Leader/CFO with an analytical, intuitive and entrepreneurial mindset. I have extensive experience in financial services with a focus in Asset Management, Wealth Management and Supporting Investment Advisors.

Throughout my career, I have worked closely with Product, Sales, Investment, Technology and Regional and Global Teams. My cross-functional collaboration, and Big “4” public accounting experience, has helped me to build my extensive skill set in finance, accounting, executive and financial reporting, strategic business partnering, financial planning and analysis and finance transformation. It has also contributed to my ability to break down silos, to bring together disparate data, cross-functions and priorities, to create data-informed narratives to drive results in asset and sales growth, revenue growth, strategic decision making, financial planning and forecasting and identify business at risk.

I have been a member of multiple committees including Risk Management, Product, Executive Committee and Board. I am active in industry activities serving as volunteer chair for The FENG Business Development Committee, Editor of the Financial Executives Journal, Chair of Asset Management Career Group and Member of the Private Directors Association NY Metro Chapter Committee.