An Administrative Assistant of Universal Wealth Management, LLC, Cindy has more than 25 years of experience working in the finance industry. Prior to joining Universal Wealth Management, LLC in 2015, Cindy served as the controller for Insignia Real Estate Companies, LLC.. Her responsibilities included property management, accounting and bookkeeping.
At UWM, Cindy’s responsibilities include customer service, handling account opening, deposits, checks, wire transfers, IRA distributions, journal transfers, online web access, general account questions and correspondence, bookkeeping, accounting, office/property management and more
Cindy is a graduate of the Community College of Rhode Island where she received her Associates Degree in Accounting. She resides in West Warwick, RI with her husband, Gene. Her hobbies include mystery shopping and gardening.
*Not registered with Royal Alliance Associates, Inc.