Heather Lindsey

Heather Lindsey joined Crossmark in August of 2021 and serves as the Managing Director of Platform Development & Strategic Accounts. Heather is responsible for developing engagement strategies to strengthen client relationships, overseeing business strategy for all aspects of distribution partnerships with wealth management platforms, and effectively positioning Crossmark’s investment strategies, overall mission, and core values.

Prior to joining Crossmark, Heather spent twenty-four years at Invesco, where she held multiple significant roles, including two years as SVP, Head of Strategic Accounts, ten years as Senior Director, Retirement & Insurance Platforms and six years as VP, Senior National Account Manager.

Heather earned a bachelor's degree in finance from the University of New Orleans. She holds FINRA Series 7, 24, 51, & 66 licenses. As an active member of her community, Heather volunteers at Strake Jesuit in Houston and participates in fundraising events supporting the National Hemophilia Foundation. She enjoys spending time with her family and friends, which is often at high school Cross Country and Track meets. Heather lives in Sugar Land, TX with her husband, Carey, and son, William.