Strategy & Resources founder Matt Lynch joins board of Xtiva
Sales management software provider Xtiva has elected Matt Lynch, managing partner of Strategy & Resources, LLC, to the company’s board of directors.
Sales management software provider Xtiva has elected Matt Lynch, managing partner of Strategy & Resources, LLC, to the company’s board of directors.
Sales management software provider Xtiva has elected Matt Lynch, managing partner of Strategy & Resources, LLC, an independent financial services consulting firm to the company’s board of directors.
With more than 25 years in the industry, Lynch held progressive senior leadership roles as president and chief executive officer (CEO) of independent broker/dealer and RIA Capital Analysts Inc., chief financial officer (CFO) of Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, where he was a director of the business consulting group.
As managing partner and founder of Strategy & Resources, Lynch works closely with enterprise executives, helping them negotiate challenges facing the industry. He also serves on the boards of Foliofn, Lenox Wealth Management and Advisor Perspectives.