Cynthia Reese

Operations Associate

Cynthia Reese

Cindy joined Cornerstone Wealth in August of 2010 as an Administrative Associate. In June of 2014, Cindy transitioned to the Operations Team.

As an Administrative Associate, she was responsible for various duties, including client communication and compliance. As an Operations Associate, she works on special projects and supports the Operations Manager.

Cindy has over 25 years of experience in the customer service and the administrative fields, including banking and real estate. She is a North Carolina native and began her career in real estate working for Coldwell Banker. After moving to the Charlotte area, she worked for a local church before joining Cornerstone Wealth.

She is a member of Grace Covenant Church and volunteers with the Guest Services Team and a Life Group. In the warmer months, she enjoys local outdoor activities.

Education

  • Mars Hill College
    Business Administration

  • Admin U Program of LPL Financial
    Specialist’s Degree