Lindsay Mersino
Executive Director, Client Services @Directed Trust Company
Las Vegas, NV, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Executive Director, Client Services @Directed Trust Company
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Phoenix, AZ, US
EDUCATION
N/A
University of Nevada-Las Vegas
Bachelor of Business Administration (B.B.A.)
SKILLS
Strategic PlanningFinanceManagementTeam BuildingMarketing StrategyDirect SalesCustomer SatisfactionTrainingSales OperationsCustomer RetentionCustomer ServiceMicrosoft ExcelBusiness DevelopmentCustomer Service TrainingProcess ImprovementAccount ManagementLeadershipSelf Directed IraCoachingReal EstateNegotiationSolo(K) PlansCustomer Service ManagementRetirement PlanningInsuranceIrasFinancial ServicesInvestmentsRelationship ManagementSmall BusinessSales
ABOUT LINDSAY MERSINO
Building client-centric, self-directed account solutions since 2012
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