Courtney Lynn
About Courtney Lynn
Courtney Lynn is a Custody Operations Specialist at TD Ameritrade, with a background in financial services and loan processing.
Company
Courtney Lynn currently holds the position of Custody Operations Specialist at TD Ameritrade. She has been with the company since 2015, where she previously served as a Financial Services Representative. Her role involves collaborating with clients, business partners, and transfer agents to ensure the accuracy and efficiency of various tasks.
Title
Courtney Lynn is a Custody Operations Specialist at TD Ameritrade. In this capacity, she is responsible for processing stock certificates and transfer requests, using tools like Microsoft Excel Macros to enhance productivity and efficiency.
Education and Expertise
Courtney Lynn attended the University of Nebraska at Omaha, where she studied Pre-Nursing from 2009 to 2011. Prior to that, she completed her high school education at Omaha Northwest High School between 2004 and 2008. Her professional expertise includes utilizing Microsoft Excel Macros, improving operational processes, and effective communication with clients and business partners.
Background
Courtney Lynn has a robust background in financial services and banking. Before joining TD Ameritrade, she worked at Metro Credit Union in Omaha. There, she served as a Loan Processor from 2012 to 2013 and as a Bank Teller from 2010 to 2012. This experience provided her with a solid foundation in customer service and financial operations.
Achievements
Throughout her career, Courtney Lynn has been dedicated to improving operational processes within her teams. At TD Ameritrade, she has actively sought opportunities to enhance efficiency, particularly through the use of Microsoft Excel Macros. Her ability to collaborate effectively with various stakeholders ensures that client requests are processed accurately and efficiently.