As an institutional client service associate, Cindy is a liaison between Nuveen Asset Management, the custodian, and the client. She is responsible for maintaining accounts, preparing client presentations, as well as opening and closing accounts. In addition, Cindy works closely with client development directors to facilitate new business development. As project manager for the group, she oversees special assignments involving investment contracts, guidelines, systems maintenance and auditing.
Cindy began working in the financial industry in 2000 and joined the firm in 2002 as an account administrator for the Operations group. She previously worked as an accounting and client services associate within Retirement Services at American Express.
Cindy received a B.A. in international management and Japanese from Gustavus Adolphus College.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.