Matthew Lindsay
Consultant
Previous Experience
- Oakbrook Solutions (clients: MUFG/Union Bank of California/U.S. Bank, National Advisors Trust, First National Bank, Silicon Valley Bank)
- Wilmington Trust/M&T Bank
Expertise
Ultra-High-Net-Worth Portfolio Management, Strategic Initiatives/Project Management, Mergers & Acquisitions/Business Integration, Risk Management & Compliance, Regulatory Examinations, Wealth Management Operations and Technology, Trading and Performance Reporting and Policy/Procedure/Control Documentation
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