Client Service Manager
As a Client Service Manager for BSW Wealth Partners, Lindy is responsible for facilitating a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients communicate needs to their advisors and portfolio managers.
Before working at BSW Wealth Partners, Lindy worked at local nonprofit, Uncharted, as a business development associate. Lindy also served as amarketing lead for a Japanese Language School in Okinawa, Japan and the Director of Operations for Boys & Girls Clubs of Onslow County in Jacksonville, NC.
Lindy is Colorado-born and raised and a graduate of the University of Colorado Denver, with degrees in Spanish and International Studies. She holds Masters degrees from the Universitat de Valencia and the University of North Carolina Wilmington. Lindy has more than a decade of customer service experience.
Outside the office Lindy is a Denver CASA volunteer. On the weekends you can find Lindy wearing heart shaped sunglasses in her garden and hanging out with her high school sweetheart, Ross.
Education, Accreditation, Leadership and Service:
BA, International Studies & Spanish, University Colorado Denver
Master in International Business, specialization in International Marketing, Universitat de Valencia
MBA, University of North Carolina, Wilmington
Volunteer – Denver CASA