#26 - Being Available and Intentional with Clients - Cyndi Walsh
Cyndi's Bio:
Cyndi draws on a deep and varied career in the financial industry. Her career has taken her on a dual path of both individual and corporate investment and risk management. Early in her career she served as Vice President of Foreign Currency Trading at Bank of America. In addition to trading, she also developed and implemented strategic capital markets risk management programs for multi-national corporations. She spent many years as Managing Partner of National Bond and Trust, a national financial benefits provider, where Cyndi developed and implemented a national investment…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.