Lynne Davis
About Lynne Davis
Lynne Davis is the CIO and Global Head of Wealth Management Information Technology at Jefferies, with over 20 years of experience in IT, Treasury, Derivatives, and HR within the Financial Services sector.
Current Title and Role at Jefferies
Lynne Davis currently holds the position of Chief Information Officer (CIO) and Global Head of Wealth Management Information Technology at Jefferies. She has been serving in this influential role since 2018. Her responsibilities include overseeing technological initiatives and ensuring the IT infrastructure supports the company's wealth management operations effectively. She is instrumental in rationalizing the current vendor-based IT stack to enhance operational efficiencies.
Previous Positions at Jefferies
Before becoming CIO, Lynne Davis was the Managing Director - Global Head of Business Continuity and Disaster Recovery at Jefferies from 2017 to 2023. In this role, she was responsible for implementing and managing the business continuity and disaster recovery plan across the firm. She also served as SVP - Head of Global Treasury Technology from 2012 to 2017, where she oversaw the technology initiatives in the treasury department, and as Senior Vice President - Fixed Income Technology from 2009 to 2014.
Career at Merrill Lynch
Lynne Davis had several significant roles at Merrill Lynch. She was the Director of Global Markets & Investment Banking Lateral Recruiting from 2005 to 2008, where she focused on recruiting talent for investment banking. She also served as the Director of GMI Technology Product Manager from 1998 to 2002 and Director - Derivatives Operations Manager from 1993 to 1998, roles in which she managed various technology and operations functions within the firm.
Educational Background
Lynne Davis studied at Lehigh University College of Business, where she earned a Bachelor of Science (BS) in Finance. Her academic background in finance has underpinned her career in financial services, providing her with the knowledge and expertise to excel in various leadership roles within the sector.
Industry Involvement and Mentorship
Lynne Davis is actively involved in the financial services industry. She participates in the Securities Industry and Financial Markets Association (SIFMA) Industry Resiliency Committee, where she focuses on regulatory and crisis management topics. Additionally, she leads the DEI program within the technology department at Jefferies, aiming to improve diversity and inclusion results. She also mentors young women and under-represented minorities in IT, fostering growth and diversity in the field.