Cindy I. Portillo Onboarding Manager

Cindy Portillo is an Onboarding Manager at Cassaday & Company, Inc., and has been with the firm since August 2019.

Cindy is responsible for developing project plans for new clients, guiding clients through the onboarding process, and managing incoming account transfers. Cindy‘s attention to detail and proactive mindset helps ensure a smooth transition to the firm for our new clients.

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.