303-860-0792 x203
jlind@cambridgeresource.com
Janelle Lind, COO and VP of Operations and Transition, has been a leading member of the Preferred Partners team for over 15 years and a successful operations manager for almost two decades.
Janelle is the first level of compliance for advisors and handles all operations-related issues. She is a problem solver at heart and is always looking for a win-win between advisors and compliance. When new advisors join the Preferred Partners family, Janelle makes the onboarding process as pleasant as possible with step-by-step guidance and assistance with account transfers and data entry.
Janelle is a Denver native and a graduate of the Metropolitan State College of Denver, where she earned a BA in History and an associate degree in Speech Communication and Business Management. She earned a master’s degree in Non-Profit Management from Regis University in 2008.
Preferred Partners has an office culture of honesty, teamwork, mutual respect, and genuine concern for the success of its advisors. Janelle played a critical role in cultivating -and now maintaining- that office environment.
Her outgoing personality and industry expertise have earned Janelle public speaking engagements at broker-dealer conferences, where she addresses the most talented and seasoned financial experts in the country. She currently holds Series 6, 7, 24, and 26 licenses.
She is a member of the Junior League of Denver. When Janelle’s not working, you can find her outside in Colorado’s mountain ranges, traveling, talking Disney with her 8 adorable godchildren, or watching soccer.
Check the background of this investment professional on FINRA’s BrokerCheck.