Lindsay M. Thorstenson

Lindsay serves as a dedicated Client Service Associate – Registered, where she plays a key role in supporting Financial Advisors and ensuring smooth client operations. She is responsible for all administrative duties and assists in all areas of client operations, including opening new accounts and account maintenance.

Experience:

• Charles Schwab, Financial Services Representative
• United States Department of the Treasury, Tax Examining Technician
• Austin Police Department, Senior Police Officer
• United States Marine Corps (USMC), Financial Management Officer

Education/Certifications:

• Series 7, 63, 66 licenses
• University of Massachusetts at Amherst, MS Accounting
• Arizona State University, MA Criminal Justice
• American Military University, MA International Relations
• University of South Carolina, BA Cultural Anthropology