Lindsey McCaffery
Client Concierge at Covenant Wealth Strategies- Claim this Profile
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Bio
Experience
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Covenant Wealth Strategies
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United States
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Financial Services
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1 - 100 Employee
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Client Concierge
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Jan 2022 - Present
As a Client Concierge of Covenant Wealth Strategies, I strive to provide a proactive concierge service to support our firm’s mission, vision and values. Mission: As our clients' most trusted advisor, the team at Covenant Wealth Strategies is a catalyst; striving to build financial security, see dreams fulfilled, and create enduring legacies. Core Values: • Integrity • Excellence • Empathy • Wisdom Services & Value Proposition: We believe that starting with a comprehensive financial plan, paralleled with our financial strategies, exceptional service and independent objective advice is the cornerstone to success. We value our clients’ best interests and believe in doing the right thing for them.
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RiversEdge Advisors, LLC
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United States
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Financial Services
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1 - 100 Employee
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Client Services Associate
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Sep 2021 - Feb 2022
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Covenant Wealth Strategies
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United States
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Financial Services
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1 - 100 Employee
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Client Concierge
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Jun 2020 - Sep 2021
As a Client Concierge of Covenant Wealth Strategies, I strive to provide a proactive concierge service to support our firm’s mission, vision and values. Mission: As our clients' most trusted advisor, the team at Covenant Wealth Strategies is a catalyst; striving to build financial security, see dreams fulfilled, and create enduring legacies. Core Values: • Integrity • Excellence • Empathy • Wisdom Services & Value Proposition: We believe that starting with a comprehensive financial plan, paralleled with our financial strategies, exceptional service and independent objective advice is the cornerstone to success. We value our clients’ best interests and believe in doing the right thing for them.
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Brandywine Technology
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Administrative Support Specialist
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Jul 2013 - Jun 2020
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State of Delaware
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United States
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Government Administration
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700 & Above Employee
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Social Worker
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Jan 2010 - Jul 2013
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Education
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Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Human Services, General