Lynn Jenks is a qualified expert, who works in Lipps & Son as a Executive Assistant since 2015. Lynn Jenks has earned professional experience in more than eight positions at various companies. Lynn Jenks went to the University of Hawaii at Manoa and got education from 1972 to 1977. This expert has such professional qualifications as License 220340, License 00220340, and The American College, License 220340. Laguna Beach, California is the area, where the professional was lastly known to settle. This professional's contacts are accessed through Connexy on demand.
Name variants:
Lynne Jenks
Contact Information
Last Update
Jul 4, 2022
Email
lj**@att.net, ly**@aliiconsulting.net
Location
Laguna Beach, CA
Company
Lipps & Son
Workplace
Executive Assistant
Work History
Executive Assistant
Part-time position as Executive Assistant to the CEO and CFO of a commercial general contractor.
May 2015 — Apr 2018
Advisory Board Member
Provide input and feedback for initial rollout of first financial advisor networking site. Responsibilities included regular posting and communicating with tech support and marketing director.
Mar 2011 — Jan 2014
Board Member
Ministry involved in supporting first responders and military, by bringing all these populations together to the glory of Christ.
Feb 2003 — Sep 2010
Financial Consultant
Analyzing cashflow & developing flexible retirement income programs built around your unique needs & contingencies. Guiding clients toward completion of short and long term projects related ...
from Feb 1, 2008
Chartered Financial Consultant
California
Financial Services Account Manager
Oct 1998 — Oct 2006
Account Executive
UnionBanc Insurance Services was born out of acquisition of Armstrong/Robitaille Insurance Services, and two other California regional commercial lines agencies. My role as a Financial Servi...
2001 — 2006
Education
1972 — 1977
Occupations
Financial Broker
Financial Consultant
Office Assistant
Home Contractor
General Contractor
Executive
Chief Executive Officer
Financial Director
Accountant
Finance and Accounting Specialist
Treasurer
Financial Services Professional
Financial Services Sales Agent
Office Clerk
Clerical Specialist
Construction Manager
Corporate Executive
Chief Executive
Financial Officer
Financial Manager
Accounting Bookkeeper
Bookkeeper
Skills
Medicaid/Medi Cal Planning
Estate Settlement Services
Project Planning
Plannning
Succession Planning
Estate Planning
Retirement Planning
Financial Planners
Financial Advisory
Strategic Financial Planning
Investment Strategies
Trusts
Insurance
Critical Illness
Employee Benefits
Fixed Annuities
Asset Protection
Small Business
Financial Services
Retirement
Finance
Risk Management
Wealth
401K
Investment Advisory
Wealth Management
Life Insurance
Mutual Funds
Retirement Plan Consulting
Iras
Disability Insurance
Long Term Care
Personal Finance
Series 63
Term Life Insurance
Asset Allocation
Personal Financial Planning
Wealth Management Services
Series 7
Series 6
Qualified Retirement Plans
Profit Sharing
Estate Tax Planning
Alternative Investments
401K Rollovers
Wealth Accumulation
Investments
Health Insurance
Portfolio Management
Roth Ira