Lindsey Gelmon

Lindsey Gelmon has a diverse work experience spanning various roles and industries. In 2015, Gelmon started working as a Registered Client Service Associate at UBS, where they supported a Senior Financial Advisor in managing UHNW client assets. Lindsey'sresponsibilities included producing client reports, conducting asset allocations, and analyzing portfolios using software platforms such as Bloomberg and Fact Set. Gelmon's proficiency in the Microsoft Suite, particularly Excel, was crucial in this role.

In 2018, Gelmon joined Follain, initially working as a BD Assistant and Marketing Coordinator. In this position, they successfully secured brand partnerships, managed business relationships, coordinated events, and executed post-event follow-ups. Additionally, Gelmon contributed to the production of compelling marketing content through local email channels, demonstrating meticulous attention to detail. Later, Gelmon was promoted to the role of Director, where they consistently exceeded KPI metrics and leveraged their hands-on experience and IT record data analysis to make strategic decisions that drove sales, operational growth, and overall customer experience.

Currently, Gelmon is employed at Steer Health, starting in 2021. Lindsey began as a Customer Success Manager and was subsequently promoted to the position of Director of Customer Success in April 2022. Further details regarding their role and accomplishments at Steer Health are not provided.

Lindsey Gelmon obtained a Bachelor's degree in Psychology from Baylor University, studying there from 2011 to 2014.