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Cynthia is a Principal in the Los Altos office. Her primary responsibilities include assisting clients with the administrative tasks inherent with financial success and the implementation of decisions made in client/advisor meetings. She has more than thirty-five years of senior-level experience in client service and support.
Prior to joining Cerity Partners, Cynthia was the Senior Vice President of Client Services for Sullivan & Serwitz, where she began in 1994 as an executive assistant.
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