Lashawyne McLin

LaShawyne Mclin, M.A., is a seasoned financial services professional with extensive experience in client transitions and onboarding. Currently serving as a Financial Advisor Transitions Consultant at RBC Wealth Management since September 2022, LaShawyne collaborates with management teams to enhance the onboarding experience for new financial advisors and clients, utilizing Salesforce to streamline processes. Previous roles include Transitions Specialist/Onboarding Consultant at Atria Wealth Solutions, where LaShawyne facilitated seamless transitions for advisors, and Senior Client Services Manager at First Allied Securities, Inc., where complex issues were resolved in brokerage operations. LaShawyne began a career in recruitment at Bridgepoint Education and has held positions in client services and account management at reputable firms. Educational qualifications include a Bachelor’s degree in Organizational Management and a Master’s degree in Organizational Management/Human Resources from The University of Arizona Global Campus.