Since 2011, Lyn Hennion has been working in Pacific Retirement Services, Inc. Lyn is a high-skilled Board Chair with over ten years of work experience. According to Lyn's resume and work profile, this expert has worked at more than three places with numerous backgrounds and gained different skills. Lyn attended school at the Wharton School, University of Pennsylvania from 1989 to 1991. This professional has professional certification in Certified Financial Planner (R) and License 12418. Lyn can be found in Medford, Oregon – where the professional is currently located. You can search for the professional's phone and email. We can also provide you additional contact information upon request.
Name variants:
Llewellyn Hennion
Last updated May 31, 2024
Contact Information
Last Update
Jul 1, 2022
Email
ba**@buncom.org
Location
Medford, OR
Company
Workplace
Board Chair
Medford, OR
Industry
Nonprofit Organization Management, Apartment Building Operator Skilled Nursing Care Facility Management Services, Management Services Skilled Nursing Care Facility, Apartment Building Operator Skilled Nursing Care Facility, Misc Publishing
Colleagues
Work History
Senior Vice President - Investments; CFP(r)
Medford, Oregon
Umpqua Investments, formerly known as Strand Atkinson Williams & York, is the oldest investment brokerage firm in Oregon. Headquarter in Portland, UI has offices throughout Oregon and N...
from Sep 1994
Vice President; Senior Regional Manager
San Mateo, CA; Medford, OR; Philadelphia, PA; Washington DC
Jun 1984 — Sep 1994
Education
1989 — 1991
1961 — 1965
Occupations
Executive
Board Member
Chairperson
Chairman of the Board
Accountant
Finance and Accounting Specialist
Senior Vice President
Financial Broker
Certified Financial Planner
Management Team Executive
Operations Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Puchasing and Estimating Manager
Financial Manager
Skills
Series 7
Investment Advisory
Retirement Planning
Wealth Management
Investments
Financial Analysis
Financial Planners
Investment Strategies
Alternative Investments
Equities
Fixed Income
Asset Allocation
Private Equity
Series 63
Mergers and Acquisitions
Life Insurance
High Net Worth Individuals
Asset Managment
Risk Management
Strategic Planning
Wealth
Investor Relations
Mutual Funds
Financial Services
401K Rollovers
401K
Insurance
Fixed Annuities
Finance
Portfolio Management
Estate Planning
Retirement
Endowments
Finra
Financial Advisory
Series 65
Financial Modeling
Wealth Management Services
Long Term Care
Etfs
Hedge Funds
Private Banking
Investment Management
Iras
Securities
Strategic Financial Planning
Uniform Combined State Law
Series 24
Equity Research
Long Term Care Insurance
FAQs about Lyn Hennion
What's the main profession of Lyn Hennion?
Lyn is a Member of the Board -- Chair 2001-2003.
What are the profession of This expert?
These person's professions are Executive and Board Member
Where is Lyn Hennion located?
Lyn Hennion is currently located in Medford, Oregon.
Does the expert have the email address?
ba**@buncom.org is Lyn's email address.
How many companies did Lyn Hennion work at?
The professional worked at three jobs.
Does Lyn Hennion have personal website or blog?
This professional`s website is http://www.umpquainvestments.com.
Where has Lyn Hennion studied?
Lyn studied at the Wharton School, University of Pennsylvania from 1989 to 1991.
What are the certifications of Lyn Hennion?
Lyn Hennion received the following certifications: Certified Financial Planner (R) and License 12418.