About Cyndie
Cyndie works closely with her team of advisors to simplify the lives of their clients so that they can enjoy the wealth that they have created. This includes attending to account management needs and preparing reporting materials, among many other things.
After spending much of her career in NYC, Cyndie recently relocated to the Washington, DC, area. In her spare time, she enjoys running; traveling; and rooting for the Indiana Hoosiers, Atlanta Braves, and NY Giants.
Education and Professional Milestones
-Indiana University Bloomington - BA in political science and communications
-Handled investor services and operations at an NYC-based hedge fund
Cyndie works closely with her team of advisors to simplify the lives of their clients so that they can enjoy the wealth that they have created. This includes attending to account management needs and preparing reporting materials, among many other things.
After spending much of her career in NYC, Cyndie recently relocated to the Washington, DC, area. In her spare time, she enjoys running; traveling; and rooting for the Indiana Hoosiers, Atlanta Braves, and NY Giants.
Education and Professional Milestones
-Indiana University Bloomington - BA in political science and communications
-Handled investor services and operations at an NYC-based hedge fund