Cindy is primarily responsible investments and trading for Bruce’s clients. She worked with Bruce’s clients as Client Service Manager for six years prior to moving this role. Servicing and getting to know Bruce’s clients over the last several years gives Cindy an advantage because she has an understanding of Bruce’s clients’ goals and objectives. Her main responsibilities include oversight of the asset allocation of client portfolios, placing trades, and monitoring clients’ accounts.
Additionally, Cindy shares Branch Manager Responsibilities with Rose by ensuring the office stays current and in compliance with our regulatory and Broker Dealer requirements. Cindy began her financial services career working for Alliance Bernstein Mutual Funds at their home office in Secaucus, NJ and at UBS in Jersey City, NJ. She then moved to the west coast and worked at the home office for Cetera Advisor Networks, our broker-dealer.
After relocating to Northern Virginia, Cindy joined VLP and brought with her not only the unique skill set of having worked at our broker-dealer, but also the benefit of having worked along-side many of the same team members with which she communicates today. Her knowledge of their processes has provided valuable continuity and has fostered a strong relationship between our offices.
Cindy’s Professional Credentials:
- Series 7, 66, and 24 registrations
- Public Notary
- Bachelor of Arts, Rutgers University
Getting to Know Cindy
Cindy is originally from Bridgewater, NJ and currently resides in Reston with her children, Sienna and Luca. She stays very busy with their activities and enjoys watching them both play soccer on the weekends. Cindy appreciates the walking trails Reston has to offer and takes advantage of them often.
If Cindy Could Meet Anyone, Past or Present, It Would Be: My grandfather
Place Cindy would most like to visit: Tahiti
Favorite Movie: The Princess Bride
Favorite Food: Indian
Favorite Quote: “Be the change that you wish to see in the world.” - Mahatma Gandhi
Favorite Holiday: Thanksgiving
Hidden Talent: Remembering lyrics
What Motivates Cindy: Helping others
Something on Cindy’s Bucket List: A European bike tour
Cindy’s Biggest Accomplishment: Running a marathon