We found the following information about Lindsay Barnett at Dunn Warren Investment Advisor Llc, where this person has worked as a Client Service Associate since 2013. Lindsay's total work experience is over three years, during which time they had at least four jobs at different companies to develop skills. Lindsay studied at the Art Institutes from 2004 to 2007. Currently, Lindsay Barnett is located in Castle Rock, Colorado. You can contact with Lindsay by looking for phone or email address or get additional information by requesting access to this professional's further details.
Name variants:
Lindsey Barnett,
Lin Barnett,
Lynn Barnett
Last updated Jun 03, 2024
Contact Information
Last Update
Jun 21, 2022
Email
lb**@dunnwarren.com
Location
Castle Rock, CO
Workplace
Client Service Associate
Englewood, CO
Industry
Investment Management
Colleagues
Work History
Client Service Associate
6143 south Willow Dr SUITE 102, Greenwood Village, CO 80111
We work with individuals to change how they invest. We believe that successful investing comes from correctly assessing and acting on risk; not by attempting to predict the future course of ...
from Oct 2013
Business Banking Assistant
9800 Bren Rd east SUITE 200, Minnetonka, MN 55343
To perform loan administrative support and customer service duties in a manner that safeguards the bank’s interests and provides an expected level of service to our clients.
May 2013 — Sep 2013
Private Banking Associate
222 south 9Th St SUITE 3800, Minneapolis, MN 55402
Provides primary support for assigned Banker/Associate in completing all type of deposit accounts and provide secondary support for loan account documentation. Ensures accurate maintenance o...
Jan 2012 — May 2013
Teller
420 Montgomery St, San Francisco, CA 94129
Processed customer’s banking transactions by following procedure with patience and attention to detail. Introduced customers to new products and services and generated leads for other sales ...
Nov 2010 — Jan 2012
Education
Occupations
Supporting Member
Investor
Engineer
Customer Service
Sales Specialist
Client Service Officer
Executive
Chief Administrative Officer
Team Member
Chief Executive
Skills
Microsoft Office
Customer Satisfaction
Close Attention To Detail
Friendly Personality
Positive Can Do Attitude
Outlook
Photoshop
Investments
Team Oriented
Wire Transfers
Document Preparation
Business Loans
Takes Direction Well
Adobe Creative Suite
Graphic Design
Multi Tasking
Deposits
Salesforce Training
Executive Administrative Assistance