A member of the Klingman & Associates team since 1999, Cynthia has more than 25 years of investment services experience, including positions at major brokerage and investment advisory firms. As Director of Client Services, Cynthia works directly with clients and the Klingman team on many facets of the client experience including client reporting, money movement, and accounts management. In addition, Cynthia serves as our technology coordinator. She received a bachelor's degree in business management from the New York Institute of Technology.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
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