Experience and Expertise
Lindsay, a 2017 Cleveland State University graduate, was an intern with us in 2016. The internship provided her the opportunity for hands-on experience in the financial planning industry while learning our unique approach to wealth management. After graduation, she accepted a Business Analyst position at Blue Technologies developing solutions for clients to enhance business processes. She brought that experience back to our team in 2017 to help us better serve our clients.
Education and Professional Designations
Lindsay graduated from Cleveland State University in 2017 with a Bachelor’s Degree in Finance. She currently holds her FINRA Series 7 and 66 license as well as her insurance and annuity license.
As a recent graduate, Lindsay is excited to start her career at Baird. While an intern with us she developed effective communication skills as well as learning to work in our fast-paced environment. In her prior position, Lindsay also coordinated business projects where she learned time management skills to support and meet client deadlines. When she is not at work, she enjoys traveling and seeing new places.