Lindsey Conner, Director, joined TMV Business Group from the financial services industry, where she worked tirelessly for clients to achieve complex wealth management goals and operational efficiencies. She has honed and sharpened her experience and accomplishment with some of the world’s most demanding teams at Wintrust Wealth Management, J.P. Morgan Asset Management and Citi Personal Wealth Management. Most recently Lindsey managed operations, trading and client services for a book of business exceeding $1Billion of Assets Under Management.
Through her best in class service during Lindsey’s tenure with these organizations, Lindsey developed extensive experience establishing and maintaining client relationships, as well as a focused drive to consistently achieve record-setting business growth. Lindsey is FINRA Series 7 and 66 licensed, adding further depth to the team.