Client Service Associate, Private Client Insurance
Cynthia joined our team in early 2023 as a Client Service Associate and works exclusively with the property and casualty insurance division of Capital Strategies. Previously, Cynthia worked with an agency of New York Life, assisting high net worth clients with life insurance and investment needs.
She is responsible for helping assist with client relationships in both the new client and renewal process. Cynthia’s top priority is being available to service and help meet the needs of our clients.