Cindy Portillo is an Onboarding Manager at Cassaday & Company, Inc., and has been with the firm since August 2019.
She guides clients through the onboarding process, initiates and monitors account transfers, and helps maintain communication between clients and advisors.
Cindy graduated from the University of Richmond with a Bachelor of Arts in Global Studies and earned a Master of Arts in International Studies from the University of Connecticut. She is currently enrolled as a part time doctoral student at the University of Maryland, pursuing a degree in Education Policy and Leadership.
Cindy is a native of Arlington, Virginia.
She is not registered with Osaic Wealth or Cassaday & Company, Inc., and does not offer securities or investment advisory services.