Brian Lindsey Email & Phone Number
First Vice President, Financial Advisor @ Morgan Stanley
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Brian Lindsey Location
- Colorado Springs, CO, US
Brian Lindsey Work
- First Vice President, Financial Advisor @ (May 2019 - Present)
- Wealth Management Advisor, First Vice President @ (June 1999 - April 2022)
Brian Lindsey Education
- The Georgia Institute of Technology
Bachelor's Degree
1991-1995
Brian Lindsey Skills
- Strategic Planning
- Strategic Financial Planning
- Finance
- Process Improvement
- Due Diligence
- Series 7
- Investments
- Retirement Planning
- Financial Services
- Management
- Business Strategy
- Financial Analysis
- Wealth Management
- Risk Management
- Forecasting
- Cross-functional Team Leadership
- Retirement
- Cross Functional Team Leadership
Brian Lindsey Summary
- Brian Lindsey, based in Colorado Springs, CO, US, is currently a First Vice President, Financial Advisor at Morgan Stanley. Brian Lindsey brings experience from previous roles at Merrill Lynch Wealth Management. Brian Lindsey holds a 1991 - 1995 Bachelor's Degree @ The Georgia Institute of Technology. With a robust skill set that includes Strategic Planning, Strategic Financial Planning, Finance, Process Improvement, Due Diligence and more. Brian Lindsey has 2 emails and 2 mobile phone numbers on RocketReach.
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