Lindsay Steele

Private Bank Managing Director

Role
Managing Director at Cadence Bank
Location
Atlanta, GA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Lindsay Steele

Keep your priorities straight, and the rest will fall into place.\" My family comes first - I\'ve been blessed with a supportive husband, three little girls and one little boy to call my own, and a couple of golden retrievers that run to the door to greet me when I come back home everyday. My background in short consists of a family owned and operated corporation, residential and commercial real estate, and finance - so it is no surprise that my passion for working with like-minded clients comes honestly. I take great pride in understanding what means the most to my clients, whether that is a family of their own to build a legacy for, the business they have worked so hard to build, and/or goals they are looking to reach; together we build a plan around what \"financial success\" really means to them - and then we make it happen utilizing the right financial solutions based on unique circumstances.*Never stop the drive and desire for personal improvement.*

Experience

  1. Managing Director

    Cadence Bank

    Oct 2022 — Present · Atlanta, GA, US

Education

  • La Universitat De Valencia

    Marketing

    2011 — 2011

  • University of North Carolina Wilmington

    Business

    2008 — 2012

Skills

  • Sales
  • Banking
  • Training
  • Strategy
  • Negotiation
  • Credit Analysis
  • Financial Analysis
  • Analysis
  • Leadership Development
  • Series 7
  • Finance
  • Financial Services
  • Spanish
  • Customer Service
  • International Business
  • Investments
  • Credit
  • Financial Modeling
  • Leadership
  • Customer Relations

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Lindsay Steele — Managing Director at Cadence Bank in Atlanta, GA, US | Unifers