Lindsey Bailey Email & Phone Number
Trust Manager @ Shoebox Private Trust Company, LLC
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Lindsey Bailey Location
- Knoxville, TN, US
Lindsey Bailey Work
- 2026 -now Trust Manager @
- 2026 -2026 VP, Regional Practice Management @
- 2025 -2026 VP, Regional Practice Management @
- 2021 -2025 Vice President, Client Service @
- 2019 -2021 Wealth Manager - Fiduciary Specialist @
- 2007 -2019 Senior Client Analyst @
- 2005 -2007 Senior Sales Associate @
- 2003 -2005 Administrative Assistant @ Balentine & Company
Lindsey Bailey Education
- American Bankers Association
CTFA
2015-2015 - American Bankers Assocation
Graduate Trust School Year One
2014 - American Bankers Assocation
National Trust School
2013
Lindsey Bailey Skills
- Portfolio Management
- High Net Worth Individuals
- Strategic Financial Planning
- Cash Management
- Investments
- Relationship Management
- Private Banking
- Asset Management
- Trust Management
- Investment Advisory
- Financial Analysis
- Asset Allocation
- Loans
- Wealth
- Retirement Planning
- Wealth Management
- Financial Planning
- Investment Management
- Wealth Management Services
- Mutual Funds
- Executive Support
Lindsey Bailey Summary
- Lindsey Bailey, based in Knoxville, TN, US, is currently a Trust Manager at Shoebox Private Trust Company, LLC. Lindsey Bailey brings experience from previous roles at Creative Planning, SageView Advisory Group and BNY Mellon Wealth Management. Lindsey Bailey holds a 2015 - 2015 CTFA @ American Bankers Association. With a robust skill set that includes Portfolio Management, High Net Worth Individuals, Strategic Financial Planning, Cash Management, Investments and more. Lindsey Bailey has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Shoebox Private Trust Company, LLC Employees
Lindsey Bailey
Trust Manager
Knoxville, TN, US
Rick Searer
Chairman of the Board of Directors
Madison, WI, US
Chelsea York
Trust Administrator
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Melissa Kirkby
Member Board of Directors
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