Raymond James Financial
Lindsay Wilhelm has a diverse work experience in various industries. Lindsay is currently a Managing Director at Raymond James Financial since July 2015. Prior to this, they worked at Standard & Poor's from March 2010 to June 2015, where they served as a Director. Before that, Lindsay worked at the New York City Economic Development Corporation as a Senior Project Manager from September 2007 to March 2010. Earlier in their career, they were a Senior Tax Consultant at Ernst & Young LLP from August 2001 to August 2007.
Lindsay Wilhelm has a strong education background in the field of finance and public policy. From 1997 to 2001, they attended the University of Michigan and obtained a Bachelor of Business Administration (B.B.A.) degree with a focus on Finance & Accounting. During this time, they also attended the University of Michigan - Stephen M. Ross School of Business. In 2005, Lindsay pursued further education at the University of Chicago and completed a Master's degree in Public Policy (MPP). Additionally, they hold certifications in the Series 52 and Series 63 from FINRA, although the specific dates of obtaining these certifications are not provided.
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Raymond James Financial
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Under intermittent supervision, uses knowledge and skills obtained through education, experience, specialized training and/or certification in securities and/or banking industry to ensure compliance with all securities and/or banking rules and regulations. Coordinates compliance functions, guides compliance efforts, and acts as a liaison between functional areas. Assists with large projects with significant scope and impact. Works independently on difficult assignments that are broad in nature and require originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems. Develops recommendations for departmental and business processes and procedures to improve internal controls and mitigation strategies. Maintains extensive contact with internal customers to identify, research, analyze and resolve complex issues.