Lynn Muzio
About Lynn Muzio
Lynn Muzio is a Client Relationship Specialist with extensive experience in the financial services industry, currently working at ENSCONCE Wealth Partners since 2019 in Walnut Creek, California. She has previously held positions at Wells Fargo, Merrill Lynch, and Nordstrom, and holds a Bachelor of Arts in Journalism from California State University, Fresno.
Work at ENSCONCE Wealth Partners
Lynn Muzio has been employed at ENSCONCE Wealth Partners as a Client Relationship Specialist since 2019. In this role, she focuses on building and maintaining client relationships, ensuring a high level of service and support. Her experience in the financial services sector contributes to her effectiveness in this position. The firm is located in Walnut Creek, California, where she has worked for five years.
Previous Experience at Wells Fargo
Before joining ENSCONCE Wealth Partners, Lynn Muzio worked at Wells Fargo as a Senior Registered Client Service Associate from 1997 to 2004. During her seven years at Wells Fargo, she developed skills in client service and financial operations, which laid the groundwork for her future roles in the financial industry. This experience provided her with a strong foundation in client relationship management.
Experience at Merrill Lynch
Lynn Muzio served as a Client Service Associate at Merrill Lynch from 2013 to 2019. Over the course of six years, she was responsible for assisting clients with their financial needs and inquiries. Her role involved providing support to financial advisors and ensuring that clients received timely and accurate information regarding their investments.
Background in Retail Management
Prior to her career in finance, Lynn Muzio worked as a Retail Manager at Nordstrom from 1994 to 1997. In this position, she managed retail operations and customer service, gaining valuable experience in client engagement and team leadership. This background in retail management contributed to her strong interpersonal skills and ability to connect with clients.
Education in Journalism
Lynn Muzio studied at California State University, Fresno, where she earned a Bachelor of Arts degree in Journalism from 1990 to 1994. Her education provided her with a solid foundation in communication and writing, skills that are beneficial in her current role as a Client Relationship Specialist.