2011 -
2015 Licensed Investment Support Specialist @
2004 -
2011 Registered Representative @ Citi Personal Wealth Management (Morgan Stanley Smith Barney)
Lindsey Keith Education
Northern Kentucky University
Bachelor’s Degree (Business Administration and Management, General)
Lindsey Keith Skills
Financial Services
Customer Service
Project Management
Insurance
Investments
Administrative Assistance
401(k) Retirement Savings Plans
Working with Brokers
Brokerage
Client Liaison
Client Relations
annuities
Management
Program Management
401K Retirement Savings Plans
Project Planning
401 Retirement Savings Plans
Lindsey Keith Summary
Lindsey Keith, based in Cincinnati, OH, US, is currently a Director of Operations at Foster & Motley, Inc.. Lindsey Keith brings experience from previous roles at HORAN Wealth, Transamerica Retirement Solutions, Fifth Third Securities and Citi Personal Wealth Management (Morgan Stanley Smith Barney). Lindsey Keith holds a Bachelor’s Degree in Business Administration and Management, General @ Northern Kentucky University. With a robust skill set that includes Financial Services, Customer Service, Project Management, Insurance, Investments and more. Lindsey Keith has 3 emails and 2 mobile phone numbers on RocketReach.
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