Cyndi Cross

Senior Manager, Private Wealth Group

Cyndi joined Cornerstone Wealth in the summer of 2008 as an Administrative Associate and transitioned to an Operations Specialist the following year and Client Services two years later. Cyndi is now the Senior Manager working closely with advisors, client services and operations team. She continues to provide dedicated support to Cornerstone Wealth clients and the Private Wealth Group.

With a diverse background beginning in the Payoff Department in the Mortgage Lending industry, a Junior Account with a top International Trading Company, transitioned to Sales and Client Services within their Rolled Steel Department, then an Account Manager for an Architectural Metals Company. Cyndi moved from Southern California to North Carolina in the summer of 2005 and joined GE Money Credit Services prior to joining Cornerstone Wealth.

Earning a Bachelors of Arts Degree in Psychology from California State University, she truly shows her joy for working with others. Cyndi is actively involved in the Cove Church and serves regularly on the Hospitality team.

Education

  • California State University: BA – Psychology

Professional Credentials 

  • Series 7- General Securities Representative Exam

  • Series 66- Uniform Combined State Law Examination