LW

Lindsay Wilhelm

Managing Director at 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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Timeline

  • Managing Director

    July, 2015 - present