Cindy is driven by dedication and professionalism. She is recognized for superior business acumen, and is poised in high-pressure, fast-paced business environments. She began her career in the financial services industry in 2001 while interning at Chestnut Financial, LLC working alongside a Certified Financial Planner (CFP) and IRS Enrolled Agent. In 2002 she joined VeraVest Investments, Inc. as an administrative assistant to a CFP.
In 2003 she assumed the role of an Investment Service Representative at Clarfeld Financial Advisors, Inc. servicing their ultra high net worth clientele under the direction of 2 managing directors. In 2007 Cindy accepted the role of a Financial Associate at Fusion Financial Group, Inc. She joined ARG in February 2011 as the Director of Operations.
Cindy, having such an extensive background in the financial services industry, has been instrumental in making our office virtually paperless and also introduced a new and improved client reporting system. Cindy understands that service is the backbone to satisfied clients and is committed to improving all facets of the client experience at ARG through her attention to detail and industry knowledge to give ARG clientele a true competitive advantage. There is no account or service related question that she cannot answer.
Cindy earned her BA in Finance & Marketing in May 2002 from Manhattan College in Riverdale, NY and currently holds the Series 6 & 63 Securities registrations, as a registered representative of H. Beck, Inc, Member FINRA/SIPC, as well as a New York and New Jersey Life, Accident and Health license.
Cindy lives in West Harrison, NY, with her husband, Paul and dog, Mia. In her leisure time, Cindy enjoys cooking/baking, traveling and playing golf.