Lindsey is a Client Account Administrator in the Portland, Maine office. As a designated resource for logistical and administrative needs, she works closely with clients to provide a trusted point of contact and to ensure a consistent, positive experience. Account-related tasks include client onboarding, reporting, coordinating with financial institutions, movement of funds, and other practical matters.
Prior to joining the firm, she spent 8 years in the retail banking industry, most recently as a branch manager and retail lender for a community bank in Maine. Lindsey enjoys being involved in her community and has served on the Board of Directors for a local nonprofit. She attended the University of New Hampshire and Southern New Hampshire University, graduating with a BA in Psychology.