Cindy Castellano is an asset management executive with extensive experience in process improvement, vendor selection, and organizational design. She specializes in sales and distribution, marketing, product development, consultant relations, client service, and client reporting functions throughout the client life cycle. Cindy has a background in institutional, intermediary, retail, and wealth client types, making her an expert in client reporting, CRM, websites/portals, client account and product masters, client on-boarding, advisor data analytics, pitch book and client account review presentation preparation, RFP/DDQ generation, consultant database population, client profitability, and wealth advisor dashboard design.

Cindy has a BBA in Finance and Economics from Washburn University. Her professional career includes Managing Principal, Principal, Managing Director, and Senior Consultant positions at Cutter Associates, as well as various positions at Security Global Investors and Security Benefit, where she was a Vice President and Head of Operations.