Robb Lindell

Client Service Associate

Robert D. Lindell III has over 18 years of experience ranging from operations analyst to customer liaison, account and relationship management. Robb started his career at Thomson Reuters in 2002 and was immediately placed in a client facing role as well as being tasked with being a leader in both coaching and mentoring roles within the firm. Robb partnered with business leaders and development teams to increase productivity in operations, client contact, customer service and sales. Robb was often recognized and promoted to more senior responsibilities and was responsible for providing training and support for the Costa Rica office on specialized, proprietary projects. Finally, Robb incorporated quality control and compliance obligations over his daily roles to ensure client’s data and personal information was fiercely protected and used in the most effective and sensitive manner. Robb’s passion for taking care of his client relationships and commitment to the task at hand has led to years of providing the highest level of service.

Robb recently relocated from Minnesota and now resides in Tustin, California with his girlfriend and her son. He is an avid golfer and enjoys all things sports, listening to music, walking, cooking, spending time and playing cards with family and friends.


– Associate at Rockefeller Capital Management – May 2021

– Finance Product Pricing Service Analyst at Thomson Reuters – 2009 to 2021

– Account Service Analyst at Thomson Reuters – 2005 to 2009

– Customer Service Rep at Thomson Reuters – 2002 to 2005

– S.I.E. licensed – April 2021