Vice President of Family Office Services, Certified Senior Advisor®
Cyndi is the Vice President of Family Office Services at White Oaks and has been with the company since February 2011. She has over 30 years of experience working in institutional operations 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.
She graduated from St. Cloud State University with a Bachelor of Science degree in Social Work. Cyndi has held the Certified Senior Advisor® certification since 2018. She manages the family office client service relationships and communications and specializes in providing investment oversight service.
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.
“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. Forming relationships with our clients is the crucial, underlying link between the two fields.”