Senior Asset/Liability Consultant
As a senior asset/liability management consultant in Raymond James Asset/ Liability Consulting Services group, Lynn Charlton works closely with the firm’s clients to develop, implement and understand their ALM modeling process.
His responsibilities include the education of client senior management, ALCO and boards of directors, as well as the tailoring of Raymond James’ products to both meet the needs of these clients and match the increasing requirements of the industry regulatory bodies.
Lynn has over 30 years of experience in asset and liability management. Before joining Raymond James, he headed BBVA Compass Bank’s asset/liability management group. He is a frequent presenter at client, banking and financial industry functions.
Lynn is a graduate of the University of Alabama, holding a Bachelor of Arts degree and Master of Business Administration degree. He holds two professional licenses: Series 7 and Series 52.