Lindsey serves as Senior Vice President of Operations and Special Project Coordinator. In this role she acts as lead on a variety of special projects, facilitates company-wide initiatives, provides audit and regulatory reporting support, manages tax reporting, and is responsible for the development and management of all ops educational and training programs. She oversees the documentation of all central operations functions, processes, and procedures, the business continuity/disaster recovery plan, office space logistics, and vendor management.
Prior to moving into this role, she served Diversified Trust Company as Vice President of Investment Operations where she was overseeing central operations investment administration activities, trade administration, managing both platform and non-platform alternative investment subscriptions, redemptions, capital calls, distributions, market value updates, and statement reconciliations.
She formerly worked at Independence Trust Company where her primary focus was in the death care industry. She was Trust Officer for some of ITC’s largest institutional trust clients and has extensive experience in all aspects of the administration of cemetery and funeral home trusts across multiple states, from managing distributions and state reporting requirements to coordinating tax returns.
Lindsey is a graduate of Southern Trust School. Prior to joining ITC, Lindsey performed a variety of accounting roles for several small businesses, including office manager, accounts payable, accounts receivable and payroll.