Lindsay Wilson

Vice President @Raymond James

Melbourne, FL, US
EMAILS
l••••••••@raymondjames.com
MOBILE NUMBERS
+14•••••••65

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WORK HISTORY

Feb 2023 — Present

Vice President @Raymond James

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I currently manage the PCG Vendor Compliance Program to ensure all vendors used in PCG Branch offices are being utilized as approved and supervisory monitoring and/or testing is in place, as appropriate. My role includes developing policies and procedures, identifying potential compliance risks, performing due diligence, and quality assurance activities involving PCG’s vendor relationships.

EDUCATION

2005 — 2009

Providence College

Bachelor of Science - BS, Finance, General

ABOUT LINDSAY WILSON

Accomplished financial services professional with years of experience leading large teams and projects. Proven abilities as an effective leader, skilled in the development and oversight of high-performing, multi-disciplined, and quality-oriented teams. Adept problem solver, employing creativity and innovation to overcome challenging and complex issues across employee and business processes. Focused and meticulous in financial and regulatory compliance objectives.

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