Lynne R. Kinney

Focus:
Investment Implementation, Retirement Planning and Client Strategies

Background:

• More than 20 years in the financial industry
• CIMA accreditation, University of Pennsylvania‘s Wharton School
• B.B.A. in Finance and International Business, University of Hawaii at Manoa
• Former SVP, Institutional Consultant, Morgan Stanley/Merrill Lynch
• Former Regional ESOP Specialist, Morgan Stanley

Community Involvement:

• American Red Cross – Hawaii Chapter
• Epilepsy Foundation
• Metropolitan Honolulu Rotary Club
• Conference Speaker