Insight Investments, LLC
Jean Lundy has a diverse work experience spanning several companies. Jean started their career at Bank of America Merrill Lynch in 1998, where they served as a Senior Trade Specialist. Their responsibilities included supporting traders and investment managers, allocating trades, ensuring trade settlements, and acting as a liaison to multiple investment managers and high-profile financial advisors.
In 2010, Jean joined JPMorgan Chase as a Research Analyst. Here, they provided assistance to customers in the independent Foreclosure Review Project initiated by the Obama Administration. Their tasks involved reviewing and analyzing customer complaints related to foreclosures and loan modifications and generating reports.
In 2018, Jean moved to Fiserv Lending Solutions, where they worked as a Client Support Specialist. Jean provided quality responses and alternative solutions for client requests and issues related to trade processing, settlement, and accounting.
Jean's experience expanded when they joined Insight Investments, LLC in 2021. Jean initially served as a Client Associate, offering operational and administrative support to Financial Advisors. Later, they took on the role of a Client Support Specialist, where they answered inbound calls from internal clients and supported Financial Advisors on the products offered by UBS.
Currently, Jean is employed at Morgan Stanley as a Senior Portfolio Associate, a role they started in 2022. Their responsibilities include managing day-to-day tasks, resolving issues, and executing long-term projects. Jean also reviews work products, addresses escalated items, and serves as a primary conduit between MSIM and the middle office vendor for Equity Portfolio Management Groups.
Jean Lundy began their education at Brooklyn College in 1988 and completed their Bachelor of Arts (B.A.) degree in Political Science and Government in 1996. In 2011, Jean attended New York University for a brief period of time, focusing on Adult and Continuing Education and Teaching. The degree obtained during this time is not specified.
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Insight Investments, LLC
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Insight Investments, LLC helps North American companies better control their technology acquisition, leasing, and management requirements. We have provided a wide array of solutions designed to fit specific customer needs including new and used equipment acquisition, custom leasing and financing, asset management, off-lease portfolio management, excess equipment disposal and the integration of best-of-breed technology for data management and security solutions. Gain control over your technical assets with Insight Financial Services, a division of Insight Investments. We believe in long-term, mutually beneficial business relationships. It’s a philosophy we call Value First. It’s why we offer services like Market Intelligence, which gives you the information you need to negotiate the best possible transaction. This allows you to reduce the costs of your IT or Healthcare leases and gain control over your assets and capital. Boost productivity with efficient data management and IT solutions from Red8. Red8, an Insight Investments company, is a highly specialized provider of virtualization, managed services and cloud computing solutions to corporate enterprises. The highly experienced team of professionals at Red8 enables businesses to dramatically increase hardware utilization, reduce server sprawl, reduce planned downtime, provide disaster recovery capabilities and slash operating costs. By providing hardware and software along with specialized services your company and staff will see the difference when working with the Red8 team. 2NDGEAR, a subsidiary of Insight Investments, is a leading supplier of new, recertified, and refurbished IT equipment including laptops, desktops, servers, networking gear, and more. Dedicated to providing the cost-saving solutions and IT support services, 2NDGEAR enables clients to get the most out of their technology, backed by industry-leading warranty programs.