Client Service Analyst
Lindsy Owens serves as Athena’s Client Services Analyst as part of the Client Teams. In this role, she is involved with overseeing operations and administrative aspects of client and account management relationships at the firm. Lindsy Owens is responsible for client onboarding, handling money movement, trading, transactions, account maintenance, as well as providing general client service pertaining to operations.
Prior to joining Athena, Lindsy was a Client Service Specialist at ThomasPartners Inc., assisting both the Operations and Portfolio Management teams. In her role she handled client account administration, money movements, and answering any client questions. Additionally, she worked at Harvest Wealth Management as a Marketing Specialist.
Bachelor of Arts in Communications from Westfield State University