Cindy’s 30+ year career has been focused on financial services. She has held various positions throughout her career including Chief Financial Officer and Controller roles in small to mid-size financial services firms. Her experience has included responsibilities in various functions including accounting, tax, human resources, and compliance. As a result, she has developed a unique skillset in understanding the day-to-day operations of a business, which is a value bridge for our new teams as they launch their independent businesses.
