Lindsay Auer

Lindsay Auer James is a seasoned professional with extensive experience in account management and client relationship roles across various prominent financial and tech companies. Currently serving as a Senior Product Specialist at Addepar, Lindsay focuses on the add-on forecasting software Navigator, while managing over 60 Family Office and RIA accounts generating $3.9M in annual revenue. Previous roles include Client Relationship Specialist at Charles Schwab, Customer Success Manager at Seismic Software and LiveOps, and Senior Account Manager at Tradeweb, where responsibilities encompassed business development, client training, and maintaining strategic partnerships. Lindsay's career began at Goldman Sachs as an Information Technology Business Analyst and includes significant contributions at Bloomberg LP, with positions ranging from Senior Account Manager to Analyst in the Client Support Center. Lindsay holds a Bachelor's degree from The Johns Hopkins University, earned in 1999.