Lynley Barbano
Clearing Operations Professional
- Role
- Operations Lead at Interchange
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Lynley Barbano
Financial operations and investment professional with extensive leadership experience at companies the size of a startup broker dealer to a Fortune 500 bank. Proven expertise across brokerage trading and back office clearing, settlement, and custody operations. StrengthsFinder: Achiever, Maximizer, Strategic, Analytical, RelaterLeadership Roles: Trust Officer, Principal Operations Officer, Clearing Risk Management Committee Member, Broker Dealer Governance Committee Memberm Best Execution Committee Chair, Margin Risk Committee Chair, Unclaimed Property Steering Committee, Tax Steering Committee, OSJ Principal, FINRA Business Emergency ContactAreas of expertise: Senior LeadershipOperational ExcellenceStrategic Planning and ExecutionProduct and Services ExpansionRisk ManagementFinancial OperationsAgile and Scrum MindedCustomer-Centric FocusChange ManagementEquities/Options/Margin/Mutual Fund TradingStreet Side ClearingOrganizational Development Operations Control and ReconciliationNet Capital and Customer Reserve CalculationRisk Control Self AssessmentsRoot Cause AnalysisUnclaimed Property ReportingIRS Reporting (Tax & Cost Basis)Records ManagementVendor RelationsRFP ProcessProgram ManagementDesign ThinkingData AnalysisNetworkingBudget AdministrationKPI ReportingMission StatementsAudit RemediationBusiness Continuity PlanningDisaster RecoveryFINRA ReportingControl FrameworksAgile Software Development Waterfall Software Development MS OfficeSuiteGSuite
Experience
Operations Lead
Mar 2024 — Present
Education
Utah State University
Bachelor’s Degree
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