Cindy Folger
Director, Operations
(415) 526-2760
Cindy Folger is a Senior Operations Professional with over 35 years of extensive experience and knowledge in the Financial Services industry. Prior to Global Retirement Partners, Cindy worked at Financial Telesis Inc., managing & supporting over 100 wealth management advisors on Pershing Platform. Cindy also worked at some of the largest firms in the industry such as Fidelity Investments and UBS and started her financial services career at Merrill Lynch. Recognized for building trust with clientele, Cindy is responsible for providing client service, operational support to advisors and their administrative staff, to include new account opening documentation approval and processing advisory fee billing.
