Lindsey Serrano

About Lindsey Serrano

I work as a Senior Wealth Consultant at Mariner Wealth Advisors, where my focus is on new business development. I work with individuals, families, foundations and family offices to position them with an advisory team best suited to help them achieve their long-term wealth goals. I have more than 30 years of experience in business development roles in the corporate, real estate and non-profit sectors. Prior to joining Mariner Wealth Advisors, I was Dir. of Major and Planned Gifts at The Nelson-Atkins Museum of Art where I worked closely with families and foundations in planning their philanthropic gifts. At Mariner, I draw from experience working with donors, listening to their needs and developing strategies to help them achieve their long-term objectives and goals. I\'ve served in sales and business development capacities utilizing creative,\"out of the box\" strategies to expand existing relationships, create new markets and achieve challenging revenue goals - all with a focus on the needs of the client/donor. All of the entities I\'ve had the pleasure of working with have shared a fast-paced and demanding work environment. The core of my work has always been focused on developing and cultivating strong, long-term relationships with individuals and organizations who trust and rely on my expertise, experience and integrity.My Juris Doctorate from the University of Kansas School of Law provides a unique perspective and great foundation for helping clients.I have passed the Series 65 exam. I split my time living in Mission Hills, KS and our second home in Santa Barbara, CA. As Mariner has grown exponentially since I started with the firm, I am enjoying working with our advisors across Mariner\'s offices in California to position prospective clients with our talented group of advisors serving clients across the west coast.

Experience

1. Senior Wealth Consultant

   Mariner

   Nov 2016 — Present · Overland Park, KS, US

   Mariner Wealth Advisors is an national wealth advisory firm that has earned a reputation for providing unbiased financial advice focused on meeting client needs. The firm’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders.

Education

• The University of Kansas

  Bachelor’s Degree, French Literature; History of Art

  1986 — 1990

• Université Joseph Fourier (Grenoble I)

  Art History

  1988 — 1989

• University of Kansas School of Law

  Doctor of Law - JD, International

• University of Paris I: Panthéon-Sorbonne

  French Language&Grammar

  1987 — 1987

Skills

• Contract Negotiation
• Marketing
• Real Estate Transactions
• Marketing Strategy
• Event Planning
• Sales
• New Business Development
• Fundraising
• Management
• Strategy
• Public Speaking
• Nonprofits
• Leadership
• Social Media Marketing
• Business Development
• Social Media
• Strategic Planning
• Program Management
• Event Management
• Public Relations
• Strategic Partnerships
• Volunteer Management
• Negotiation
• Research