Lindsey will work with brokers, financial advisers, consultants, wire houses and third-party administrators (TPAs) to offer Great-West 401(k) plans and services to Houston-area businesses. He is based in Sugar Land, Texas, and reports to Joe Smolen, West Region vice president.
Prior to joining Great-West, Lindsey served as regional vice president with Transamerica Retirement Services from 2007 to 2012. In this role, he was responsible for growing Transamerica’s corporate pension plan business.
From 1996 to 2006 Lindsey was primarily employed at Loren D. Stark Company, Inc., a TPA based in Houston. His most recent role was serving as president and director of business development from 2002 to 2006. He briefly left Loren D. Stark from 2001 to 2002 to serve as project manager, implementation, mergers and acquisitions, with Fidelity Institutional Retirement Services Company.
Lindsey earned a bachelor’s degree in finance from the University of New Orleans. He holds NASD Series 6 and 63 licenses. He also holds life, accident and health insurance licenses in Texas. Lindsey earned a Qualified 401(k) Administrator from the American Society of Pension Professionals & Actuaries and an Accredited Investment Fiduciary designation through fi360.
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