Lindsey Baumann is a seasoned professional in the investment and client services industry, currently serving as a Senior Investment Manager at Creative Planning LLC since October 2020. Previously, Lindsey spent nearly a decade at Waddell & Reed, where roles included Senior Client & Adviser Services Support Representative, as well as Senior Client Services Representative and Trainer. Before that, Lindsey gained experience as a Lead Instructor at La Petite Academy. Lindsey's career began at Pittsburg State University as a Student Secretary while pursuing a Bachelor of Science degree in Elementary Education.
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