Lindsay Youngbauer
Principal @Woodmont Investment Counsel
Nashville, TN, US
EMAILS
l••••••@woodmontcounsel.com
MOBILE NUMBERS
+14•••••••78
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WORK HISTORY
Jan 2023 — Present
Principal @Woodmont Investment Counsel
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Advisor for high-net-worth individuals and families. Enjoy helping clients across all life stages and regularly coordinate with a team of internal and external advisors to maximize opportunities around estate, philanthropic, social security, and Medicare issues. Assist with client and other firm-related education efforts on a wide range of financial topics.
SKILLS
Investor's ViewLeadershipInvestment AdvisoryMarketingCash ManagementFinancial ServicesNaviplanFinancial ReportingForecastingAccountingWealth ManagementVendor ManagementMicrosoft PowerpointTime ManagementCross-Functional CollaborationsOperations ManagementAnalysisMicrosoft WordSalesforce.comBudgetsMicrosoft ExcelLoansInvestment ManagementInsuranceCoachingProcess ImprovementFinancial Planning and AnalysisMutual FundsCustomer ServiceSalesEmoneyNew Business DevelopmentManagementCrmBusiness DevelopmentCustomer Service and RelationsBlack DiamondTrust DeskFinanceInvestments
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