Lindsey Cruz

Manager, Private Client Operations

Lindsey brings over fourteen years of experience in the financial services, insurance, and investment advisory spaces.

She joined Addicus in 2020 as Manager, Private Client Operations. In this role, she leads the company’s client service for all in-force insurance and new business onboarding. Lindsey specializes in managing clients in the healthcare and specialty aesthetics fields. She maintains their cases while working with the examiners, doctors, and underwriters as the policies move through the underwriting process.

Prior to joining Addicus, Lindsey worked as an Executive Director with MSF Companies, a financial consulting firm supporting a client list comprised of the top 5% of plastic surgeons, dermatologists, and aesthetics professionals worldwide. She also worked with MERIT Insurance Services as an Insurance Broker from 2007 to 2009. Prior to that role, she was a Financial Advisor for Ameriprise Financial Services, Inc. from 2006 – 2007. In 2020, she joined Addicus with MSF Companies.

What she enjoys most about her position is getting to work with clients from all over the world and learning their backgrounds.

Lindsey earned her B.S. in Business Management, Marketing, and Related Support Services from the University of Connecticut.

Lindsey resides in Mystic, CT, with her husband, Brian, and their two children. In her free time, she likes to go boating, hiking, and spend time with family.

Contact vCard 855.449.7100 ext 102

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