Lynn WeinsteinOffice Manager

Lynn Weinstein is an operations professional bringing seven (7) years of experience in financial services, analytics, and process optimization to her role with CXG as a Broker Dealer Assistant. In her current role, she supports our membership department with creating, developing and managing broker-dealer clients.

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

Ms. Weinstein earned a Bachelor of Arts in Psychology from the State University of New York at Purchase College. She also holds the Career Essentials in Generative AI certificate from Microsoft and the Google Project Management Professional Certificate from Coursera.