I couldn’t have guessed that my degree in social work would lead me to investment and client services, but I’ve worked in this industry for over 30 years, and forming relationships with our clients is the crucial, underlying link between the two fields.
Cyndi joined White Oaks in 2011 as Director of Client Services and was promoted to Vice President of Family Office Services. She manages the family office client service relationships and communications, and specializes in providing investment oversight service.
Cyndi graduated from St. Cloud University in 1986 with a Bachelor of Science degree in Social Work. She has over 30 years experience working in institutional operations, investment and client services at Piper Jaffray and at U.S Bancorp Asset Management. Cyndi’s work included direct client communication, portfolio analysis and relationship management for over 300 institutional and high net worth clients.
Cyndi enjoys traveling to new places; exploring the outdoors, walking and gardening. She’s helping her children launch their professional and college careers. Cyndi is a northern Minnesota girl at heart, but has enjoyed discovering the beauty of the Carolinas and visits as often as she can.