PrintPrint

Cynthia Lark

Cynthia Lark

Transition Manager
 

 

Years of Experience: 11

 

413 E. Terra Cotta Avenue (Route 176)
Crystal Lake, IL  60014
Phone: (815) 459-4550 ext. 133
Fax:    (847) 930-3538
clark@ExemplarFN.com

Personal:

As Transition Manager, Cindy works with new representatives and assistants joining our region. Her knowledge of the diverse programs, business processing and related client management gives her the skills and knowledge to help new advisors acclimate to their new broker dealer. She has created a Processing Procedure Manual and written job descriptions for numerous positions.  She has been very active in identifying resources and presenting webinar

Cindy joined Exemplar Financial Network in 1999 as an Administrative Assistant working with several representatives in the Crystal Lake office.  She has previously worked in banking, accounting and mortgages.  Cindy’s philosophy is that with the right tools and processes everyone can be successful.

 

Website Design For Financial Services Professionals | Copyright 2012 AdvisorWebsites.com. All rights reserved