Templar Advisors is pleased to announce the appointment of Lindsey Larrabee as a consultant based in Denver.
Lindsey brings extensive client experience in financial services, with a particular focus on wealth management garnered during roles at BNY Mellon and OppenheimerFunds.
Lindsey is also a certified Financial Behaviour Specialist® and will bring a research-led, yet highly practical communications coaching angle to her role based on her specialised expertise underpinned by direct experience of building and managing client relationships across all channels since 2007.
Commenting on the appointment, North America director, Charles Garnett, said: “We are delighted that Lindsey has joined the Templar team. She combines a proven business development and sales skillset with a deep understanding of financial psychology which our clients will find compelling.”
As well as the regular suite of Templar products, Lindsey is developing specific modules relating to customer stratification and the overall client experience, addressing the challenges that wealth managers face as their customer bases evolve.
On her appointment, Lindsey said: “I am thrilled to be a part of such a specialised team of expert consultants, and am excited for the opportunity to provide our client partners with such progressive and valuable tools & techniques to help them enhance both their client’s experience and their overall business performance!”