In addition to our Wealth Strategies Divison, Mindee oversees Barnum’s lead management and client relationship management technology initiatives as well as managing the firm’s physical infrastructure. Her strategic direction for her team is based on putting the client at the center of everything they do and driving for the right results.
Prior to her current role, Mindee led the firm’s effort to create a team proficient in the effective processing and placing of new business. She collaborates extensively with leadership within Barnum as well as our various business partners in support of the firm’s advisors and their clients. Mindee began her career at Barnum as a Financial Services Representative, qualifying for Leaders Conference as both an advisor and a manager.
In 2006, Mindee and her husband Paul started the Foundation for Life, Inc., a 501(c)(3) organization established as a vehicle through which Barnum employees could provide financial support to charities throughout their local communities. Since its inception, Foundation for Life has raised hundreds of thousands of dollars to support many local charities. In addition, Mindee serves as Vice President, Fundraising for the Hopkins School in New Haven, Connecticut and is on the Board of Directors of The Child and Family Guidance Center in Bridgeport, Connecticut.
Mindee and her husband Paul reside in Fairfield, Connecticut with their three children, Jennee, Sydnee, and Paul.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA's BrokerCheck