HELLO, I'M
Lindsey Conner
Licensed Financial Services Professional
About
MY BACKGROUND
I first took an interest in wealth management to help individuals and families achieve their goals and provide them with financial security. Now, I continue my mission in Austin with TMV Business Group, working hand in hand with business owners by helping them to understand the financial value of their companies and realize their goals through growth or with an exit. Over the past decade I developed my experience, dedication and expertise while working for large financial firms like J.P. Morgan Asset Management, where my team managed books of business exceeding $1 billion in assets. I feel incredibly honored to have been recognized by Austin Woman magazine in their September 2020 issue as an ATX Woman to Watch.
Experience
WHERE I’VE WORKED
12/2019 - Present
TMV Business Group
Director of Brokerage
Managed new client onboarding by setting up secure data rooms, distribution and execution of contracts. Prepared comprehensive business reviews for new clients post valuation. Listed companies on BizBuySell and numerous other business listing market places. Lead broker on 6 deals in the the last year and led due diligence for the sale of a $50 million hotel portfolio and $7 million Winery Estate. Closed first listing within 6 months of joining the team. Responsible for marketing and operations including email, social media, teasers and websites. Example: https://www.flatcreekestate.sale/.
12/2015 - 10/2019
Wintrust Wealth Services
Assistant Vice President
Acted as a product partner to Wintrust Commercial Bank, facilitating a 360 degree review of clients and business(s) financial portfolio. Managed operations for a book of business containing 964 accounts exceeding $1 billion AUM where I was the first point of contact for all clients. Prepared comprehensive portfolio reviews and customized pitch books for high-net-worth prospects. Executed money movements, account transfers and IRA distributions. Provided cost basis analysis and executed trades on non-managed accounts. Developed all new processes supporting record setting business growth. I instituted a new CRM system for process efficiencies.
10/2009 - 12/2015
J.P. Morgan Asset Management
Senior Associate
Partnered with high-net-worth bankers and investors to secure new clients. Managed project to develop new service group to streamline client service for high-net-worth individuals. Evaluated risk exposure protecting clients and preventing losses. Trained new Senior Associates. Facilitated monthly staff meetings and individual coaching of a team of twenty.
05/2007 - 10/2009
Registered Client Service Associate
Senior Associate
Assisted a team of Financial Advisers in managing $450 MM in assets. I called prospective clients to bring in new assets while serving as the first point of contact for over 1,000 clients. I coordinated the summer intern program with Financial Advisers and Associates and organized multiple large events, hosting clients and wholesalers to drive incremental revenue.
Education
WHAT I’VE LEARNED
2003-2007
Bachelor of Science-Finance
DePaul University Chicago, IL 2007
Concentration in Sales Leadership, Dean's List 2003-2007
National Society of Collegiate Scholars
National Honor Society
Member of DePaul University Financial Management Association.
Skills & Languages
WHAT I BRING TO THE TABLE
FINRA Series 7 Licensed
FINRA Series 66 Licensed
Relationship Management
Opperation Management
Email Marketing
Social Media Management
Financial Planning & Analysis
Project Management
Team Leadership
Awards
WHERE I SHINE
Austin Woman Magazine, ATX Woman to Watch
FINRA Series 7 License
FINRA Series 66 License
National Society of Collegiate Scholars
National Honor Society
Interests
OUT OF OFFICE
Philanthropy
Reading
Travel
Proud Cat Mom of 2 (Bella & Elvis)
CrossFit
Golf
Hiking