Client Service Associate
Robert D. Lindell III joined Rockefeller Capital Management in 2021 bringing over 22 years of experience in the financial services industry. Robb has expertise in operations, client relationships and account management.
Robb began his career at Thomson Reuters in 2002, entrusted with client facing and leadership roles, and as a coach and mentor. Partnering with business leaders, he increased productivity and drove efficiency in operations, client contact, customer service and sales areas. Robb also specialized in quality control and compliance obligations to ensure the protection of client data. Robb’s passion for taking care of his clients and commitment to client excellence has led to years of unmatched levels of service.
Robb relocated from Minnesota in 2020 and currently resides in Irvine, CA. He is an avid golfer and enjoys all things Minnesota sports, listening to music, walking, cooking, traveling, and spending time with family and friends.
-Client Relationship Manager at Rockefeller Capital Management – May 2021 to present
-Finance Product Pricing Service Analyst at Thomson Reuters – 2009 to 2021
-Account Service Analyst at Thomson Reuters – 2005 to 2009
-Customer Service Rep at Thomson Reuters – 2002 to 2005
-Series 7, Series 66, & SIE Registrations
You are not eligible to see this content