Highlights

Linda is a CPA with over 30 years experience in the Financial Services industry. Over the last decade, she held various management positions within the Merrill Lynch/Bank of America Retirement Group and one of its predecessor organizations, AMVESCAP Retirement. Her focus was primarily on cash custody, operational accounting, trading and settlement and tax functions.

Specialties

Financial Operational Controls, Risk Management, Business Intelligence, Business Support, Project Management

Relevant Experience

  • Linda serves as the Chief Operating Officer of BridgePoint Group
  • In her role as CFO, she designed and implemented the accounting, finance and risk infrastructure for BridgePoint Group
  • Linda has served as the Controller of several bank mortgage subsidiaries
  • She has held leadership positions in numerous projects including the implementation of a captive broker-dealer, clean-up of historical process failures, existing process and control risk evaluation, new process design and the installation and upgrades of SunGard’s OMNIPayments and OMNICash products
  • While at the Bank of America, Linda provided financial analysis and budgeting support to several of the bank’s business units
  • She has consulted with providers to strengthen their internal control environment and transition to open architecture
  • Linda is a CPA registered in Georgia and previously has held FINRA Series 27 (Financial Operations Officer) and 63 licenses. Her early career was an auditor

Prior Positions Held

  • Chief Operating Officer – BridgePoint Group
  • Chief Financial Officer – BridgePoint Group
  • Consultant – BridgePoint Group
  • Vice President, Financial Operations – Merrill Lynch
  • Director, Financial Operations – INVESCO
  • Senior Vice President, Finance – Bank of America

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