Lindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and ...
As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining ...
Dynasty Financial Partners announced that it has hired an executive from Raymond James to oversee advisor onboarding.
The 20-year veteran of Raymond James will lead wealth adviser onboarding at Dynasty Financial Partners in St. Pete.
The independent platform giant's newest executive hire comes with nearly two decades of experience in advisor support, ...
Dynasty Financial Partners today announced that Lindsey Strawhecker has joined the firm as Director of Transitions. With nearly two decades of experience in financial operations and advisor onboarding ...