Lynn WeinsteinOffice Manager

Lynn Weinstein is an operations and data-focused professional with experience in financial services, analytics, and process optimization. As Office Manager at Compliance Exchange Group (CXG), she oversees internal operations, supporting teams through streamlined workflows, organizational oversight, and the execution of administrative and HR processes that enhance overall efficiency.

Prior to joining CXG, Lynn held multiple roles within the Asset Management division at UBS, where she progressed from Data Analyst to Investment Operations Specialist. She supported hedge fund onboarding and trading activity across portfolios exceeding $30 billion in assets under management, partnering with fund managers and internal teams to ensure operational accuracy and efficiency.

Throughout her career, Lynn has demonstrated strong attention to detail and a focus on improving workflows, contributing to effective collaboration and execution in high-volume, deadline-driven environments.

Lynn earned a Bachelor of Arts in Psychology from the State University of New York at Purchase College. She is recognized for her analytical approach, organizational discipline, and proactive mindset in supporting team and firm-wide objectives.