Cindy Holland

Cindy Holland

Senior Manager, Field Marketing at Schwab Advisor Services
Newport Beach, California, United States

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Work Experience

Charles Schwab

Senior Manager, Field Marketing | Advisor Services

2018-01-01 - Present

HighTower

Communications Director - HSW Advisors

2016-09-01 - 2017-10-01

Morgan Stanley

Director of Client Relations/Executive Director - The Bahnsen Group

2012-08-01 - 2015-04-01

Pepperdine Graziadio School of Business and Management

Chair - Graziadio Alumni Network Leadership Council

2010-04-01 - 2013-03-01

Holland Consulting

Director

2010-01-01 - 2012-07-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English