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Tadd Lindsay

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Tadd Lindsay

Managing Director | MPI

Chicago, Illinois, United States

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Tadd Lindsay

Summary

Tadd Lindsay is a seasoned Managing Director at Management Planning, Inc. (MPI) based in Chicago, Illinois, specializing in client relationships and business development within the security brokers and dealers sector. With a robust background in alternative investments and financial advisory, Tadd excels in delivering strategic wealth management solutions to ultra-high net worth individuals. His leadership experience spans across various senior roles, where he has demonstrated a unique ability to drive revenue growth in competitive markets. Tadd's expertise includes estate planning, mergers and acquisitions, and team leadership, making him a valuable asset in the financial services industry. He is known for his inventive approach and strong presentation skills, particularly when engaging with C-suite executives. His commitment to client success is evident in his collaborative work with professional advisor teams to develop comprehensive wealth plans. Tadd is also dedicated to expanding MPI's service offerings, enhancing the firm's reputation in business valuation and financial reporting.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Tadd Lindsay

Work Experience

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Managing Director at

MPI

January 2023 - Present

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Senior Vice President & Regional Director at

Management Planning

January 2010 - January 2023

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Vice President - Banker at

J.P. Morgan

January 2009 - January 2010

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Director at

Merrill Lynch/Wfc/L. Inc.

January 1996 - January 2009

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Vice President at

Old Kent Bank and Trust

January 1989 - January 1996

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Assistant Vice President at

PRUDENTIAL SECURITIES PTY. LTD.

January 1986 - January 1988

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Tadd Lindsay

Education

Frequently Asked Questions about Tadd Lindsay

What is Tadd Lindsay email address?

Tadd Lindsay's primary email address is ********@mpival.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Tadd Lindsay work for?

Tadd Lindsay is a Managing Director at MPI, a company specializing in Monetary Authorities-Central Bank.

Where Tadd Lindsay graduated from?

Tadd Lindsay holds a degree in from Elmhurst College.

How can I directly contact Tadd Lindsay?

To contact Tadd Lindsay directly, you can use the email address ********@mpival.com. Complete contact information is available upon registration with Muraena.

Who is Tadd Lindsay?

Tadd Lindsay is a seasoned Managing Director at Management Planning, Inc. (MPI) based in Chicago, Illinois, specializing in client relationships and business development within the security brokers and dealers sector. With a robust background in alternative investments and financial advisory, Tadd excels in delivering strategic wealth management solutions to ultra-high net worth individuals. His leadership experience spans across various senior roles, where he has demonstrated a unique ability to drive revenue growth in competitive markets. Tadd's expertise includes estate planning, mergers and acquisitions, and team leadership, making him a valuable asset in the financial services industry. He is known for his inventive approach and strong presentation skills, particularly when engaging with C-suite executives. His commitment to client success is evident in his collaborative work with professional advisor teams to develop comprehensive wealth plans. Tadd is also dedicated to expanding MPI's service offerings, enhancing the firm's reputation in business valuation and financial reporting.

Tadd`s contact details

mail

********@mpival.com

************@ml.com

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