Lindsay Hannah
Vice President, Operations at Perpetua Advisors- Claim this Profile
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Topline Score
Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™ Certificate
SMU Continuing & Professional EducationDec, 2021- Oct, 2024 -
Series 66
Financial Industry Regulatory Authority (FINRA)Dec, 2014- Oct, 2024 -
Series 7
Financial Industry Regulatory Authority (FINRA)Sep, 2014- Oct, 2024
Experience
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Perpetua Advisors
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United States
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Business Consulting and Services
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1 - 100 Employee
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Vice President, Operations
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May 2019 - Present
Perpetua is a Business Transformation and Operating company, specializing in C-Level technology leadership and information technology services. We bring a playbook and ecosystem of partners to bear to accelerate value from business transactions. PA specializes in privately held, private equity growth companies between $30M and $250M in annual revenue in the manufacturing, CPG, Field Services, and logistics industries. Perpetua is a Business Transformation and Operating company, specializing in C-Level technology leadership and information technology services. We bring a playbook and ecosystem of partners to bear to accelerate value from business transactions. PA specializes in privately held, private equity growth companies between $30M and $250M in annual revenue in the manufacturing, CPG, Field Services, and logistics industries.
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Bank of America Private Bank
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United States
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Financial Services
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700 & Above Employee
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Vice President, Portfolio Manager II
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Aug 2015 - May 2022
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Professional Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Registered Client Associate
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Aug 2012 - Aug 2015
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Skatium
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United States
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1 - 100 Employee
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Owner
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Oct 1994 - Feb 2012
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Education
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2012 - 2014
The University of Texas at Arlington
Bachelor's Degree, Finance, General
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