David Lindley
Certified Financial Plannertm at Gem Asset Management
Based in Plymouth, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Plymouth
Industry
Financial Services
Company size
10
Contact information
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d•••••••@gemasset.net
Phone
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Background
About David Lindley
Experienced financial professional with a proven track record in people management, operational efficiency and project management. I have over 20 years of experience in wealth management and financial services with a focus on optimizing workflows, implementing technology-driven solutions and enhancing the client experience. I hold an MBA from Northwestern University’s Kellogg School of Management and am a Certified Financial Planner®.
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David L.
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