Client Care Associate, PIB Wealth Management
In the industry since 2001
With PIB since 2003
Telephone: 1-800-265-6197 Ext 724
Cindy joined the PIB Wealth Management team in March 2003 as Financial Services Assistant.
She approaches all aspects of her job with a positive, hard-working mindset, and is passionate about helping clients and advisors find solutions to challenges.
She is primarily responsible for the processing and administration for Worldsource Financial Management accounts.