James Lynch
About James Lynch
James Lynch is an Operations Manager at Creative Planning in Overland Park, Kansas, where he has worked since 2022. He has extensive experience in operations and client relations, having held various positions at UMB Bank and State Street over the past two decades.
Work at Creative Planning
James Lynch has served as the Operations Manager at Creative Planning since 2022. He is based in Overland Park, Kansas, and has been in this role for two years. His responsibilities include overseeing operational processes and ensuring efficiency within the organization.
Previous Experience in Banking and Finance
Before joining Creative Planning, James Lynch worked at UMB Bank as an Operations Analyst for three months in 2021. Prior to that, he spent a decade at State Street, where he held various positions, including Client Relationship Specialist and Senior Associate from 2011 to 2021, and Portfolio Administrator roles from 2005 to 2011. His extensive experience in the banking and finance sectors has equipped him with a strong understanding of operational dynamics.
Education and Expertise
James Lynch studied at Longview Community College and later attended the University of Missouri - Kansas City. His educational background supports his expertise in operations management and finance, contributing to his effectiveness in his current role.
Career Progression
James Lynch's career began at American Century Investments, where he worked as a Deposit Representative and Technical Specialist from 1996 to 2003. He then transitioned to DST Systems as a Quality Assurance & Mutual Fund Representative from 2004 to 2005. His career has shown a consistent progression through various roles in the financial services industry, highlighting his adaptability and growth.