Daniel (Trey) Lindsey III
Montgomery,AL
Summary
Client Service Associate at Morgan Stanley with a focus on enhancing client engagement and delivering exceptional results. Experienced in mentoring youth athletes, coaching strong work ethics and teamwork. Proficient in problem-solving and market research, driving effective solutions in fast-paced environments.
Overview
9
9
years of professional experience
Work History
Client Service Associate
Morgan Stanley
Montgomery, AL
01.2025 - Current
- Assisted financial advisers on the team in delivering exceptional client service.
- Supported financial advisers during board and individual meetings to enhance engagement.
Auburn University Football Team Member
Auburn University
08.2019 - 12.2022
- Preferred walk-on, awarded a full scholarship prior to the senior season.
- All SEC Academic Honor Roll (three years)
- Auburn Football Letterman.
- Co-Leader, AU Football Prayer Group.
Private coach and mentor for younger athletes
Personal Athletic Coach/Trainer and Mentor
Auburn, Montgomery, AL
08.2016 - Current
- Mentored and encouraged youth to develop strong work ethic and improve skills.
Summer Assistant
Coldwell Banker Richard Ellis (CBRE)
Albany, NY
06.2022 - 08.2022
- Worked with CBRE Realtors in hosting tours of commercial properties, showing real properties and assisting CBRE Realtors with a variety of business transactions and other assignments
Runner and Warehouse Manager
Rushton, Stakely, Johnston & Garrett, P.A.
Montgomery, AL
05.2019 - 08.2019
- Headed warehouse reorganization, closed files, handled deliveries, and filed legal reporting services updates
Education
Master of Business Administration - Entrepreneurship
State University of New York at Albany, Massry Center for Business
Albany, NY04.2025
Bachelor of Science - Business Administration, Finance
Auburn University, Harbert College of Business
Auburn, AL12.2022
Skills
- Project management
- Market research
- Customer service
- Client relationship management
- Time management
- Problem solving
Activities
- UAlbany Football Team, 01/2023 - 11/2024, Scholarship Quarterback, Fall 2023 Coastal Athletic Association Commissioner's Athletic Honor Roll, high honors, 2024 Football Leadership Team, elected by teammates
- 2019 Recipient of the Jimmy Hitchcock Award for Outstanding Christian Leadership in Athletics
- Phi Gamma Delta Social Fraternity, Auburn University
- Guest Speaker, Fellowship of Christian Athletes groups, youth groups, high school athletic teams
Timeline
Client Service Associate
Morgan Stanley
01.2025 - Current
Summer Assistant
Coldwell Banker Richard Ellis (CBRE)
06.2022 - 08.2022
Auburn University Football Team Member
Auburn University
08.2019 - 12.2022
Runner and Warehouse Manager
Rushton, Stakely, Johnston & Garrett, P.A.
05.2019 - 08.2019
Private coach and mentor for younger athletes
Personal Athletic Coach/Trainer and Mentor
08.2016 - Current
Master of Business Administration - Entrepreneurship
State University of New York at Albany, Massry Center for Business
Bachelor of Science - Business Administration, Finance
Auburn University, Harbert College of Business
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