Lyndsie Andrade
Sales and Strategy Director, Citizens Wealth
- Role
- Sales and Strategy Director, SVP - Wealth Management at Citizens
- Location
- Barrington, RI, US
- LinkedIn followers
- 500 followers
Experience
Sales and Strategy Director, SVP - Wealth Management
Jul 2024 — Present
Wealth Strategy and Distribution
Education
Merrimack College
BS, Business-Finance
2006 — 2010
Skills
- Powerpoint
- Microsoft Excel
- Financial Risk
- Asset Management
- Auditing
- Mergers & Acquisitions
- Credit Risk
- Leadership
- Accounting
- Mergers
- Due Diligence
- Enterprise Risk Management
- Corporate Finance
- Mergers
- Financial Reporting
- Analysis
- Financial Analysis
- Management Consulting
- Private Equity
- Business Planning
- Valuation
- Finance
- Strategic Financial Planning
- Business Analysis
- Wealth Management
- Sarbanes-Oxley Act
- Management
- Financial Services
- Business Strategy
- Microsoft Office
- Financial Modeling
- Strategy
- Us Gaap
- Consulting
- Internal Controls
- Banking
- Risk Management
- Business Valuation
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