As 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 almost 30 years of experience in asset/liability management, and prior to joining RAYMOND JAMES®, 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 Bachelor of Arts and Master of Business Administration degrees. He holds the following professional licenses: Series 7 – General Securities Representative; Series 52 – Municipal Securities Representative.