Cindi Dase

Cindi DaseTechnical Service Coordinator – Investment Account Trades

Cindi’s is responsible for the day to day tasks necessary to maintain your portfolio. She processes all trades, and downloads all your portfolio transactions into our databases for daily balancing. Her other responsibilities include data entry for financial plans, completion of various financial analyses, and the maintenance of all personal client data, with an emphasis on your employer benefit accounts held outside Vermillion. Please be sure to contact Cindi whenever your employer makes a change to your retirement plan, or your portal access to employee asset or benefit information.