Carol Lindberg

Carol Lindberg

Financial Services Representative at Peachtree Planning
Atlanta , Georgia, Georgia
Carol F. Lindberg, CPA, MBA, FLMI is a highly experienced professional with 39.8 years of work experience in the financial services industry. She has a strong background in insurance, financial services, and long-term customer relationships. Carol is known for her ability to build and build successful client relationships through corporate and philanthropy. She has worked with top executives and teams across the U.S. & Canada, managing B2B accounts and partner ecosystems. Carol is also skilled in finance, corporate strategy, and compliance. She is a graduate of the EY and PWC Alums. .Read More
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Current Workspace of Carol Lindberg

Peachtree Planning

present

Peachtree Planning specializes in providing financial knowledge and solutions to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients’ time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, with a strategy of helping clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its individual and business clients. Peachtree Planning can help you implement and manage the various financial components to turn your vision into reality. Congratulations to Peachtree Planning Corporation on being named an AJC's "Top Small Business Workplace"​! - April 17, 2021 Peachtree Planning of Georgia, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road Atlanta, GA 30342, ph# 404.260.1600, PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2024-173803 Exp. 4/26

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Professional Background of Carol Lindberg

- Implementing strategic initiatives to drive exponential profitability and enhance organizational performance across all stakeholder groups.

- Driving strategic initiatives to propel company growth and exceed client expectations.

- Provided exceptional financial solutions to clients, ensuring their satisfaction and loyalty.

- Providing exceptional financial support to clients, ensuring their financial stability and satisfaction.

- Developed data-driven strategies to optimize employee benefits, ensuring compliance and reducing disability benefits costs.

- Successfully managed and implemented strategic initiatives to increase operational efficiency and maximize profitability.

- Implementing strategic initiatives all over the organization, resulting in improved efficiency and customer satisfaction.

- Identifying potential financial vulnerabilities and implementing effective audit strategies to optimize company performance.

Skills of Carol Lindberg

Work Experience of Carol Lindberg

Peachtree PlanningPeachtree Planning
The Georgia Society of CPAsThe Georgia Society of CPAs
Community Assistance CenterCommunity Assistance Center
The Piedmont GroupThe Piedmont Group
Marsh McLennan AgencyMarsh McLennan Agency
LOMALOMA
EYEY
PwCPwC

Education Experience of Carol Lindberg

Vanderbilt University - Owen Graduate School of Management

Vanderbilt University - Owen Graduate School of Management

Vanderbilt University

Vanderbilt University

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