Lindsey is co-commander with Jessika when it comes to operations. Her broad understanding of Securities America's systems make her an expert at getting your business pushed through the process. Get the business in good order, get it processed completely at the firm, get the vendor 100% squared away. She's really, really good at processing and getting accounts paying you quickly.
Lindsey Chartrand (Kerr) is a Operations and Compliance specialist at Professional Investors Network, LLC. In this position Lindsey is on the front line with advisors and the home office getting business processed in a timely and compliant manner. She assists our advisors with various technology systems, business processing requirements, procedures and policies of the firm. Lindsey started her career at Professional Investors in 2006 as a Transition Specialist. Lindsey has extensive knowledge in business operations, transition assistance and compliance standards.
Lindsey obtained her Bachelors of Arts degree in Fashion Merchandising and Retail at Lasell College in Newton, MA. During Lindsey’s off time she enjoys going to the beach with her husband, pampering her 13-year-old dog, gardening, roller coasters and biking.
She currently resides with her husband in Enfield, CT.