Client Relations Manager
Cindy joined Manchester Financial in 2002 and managed the Operations team from 2005 through 2011. She now oversees all of the specialized services Manchester provides to our clients, including pension & retirement plans, estate settlements and alternative investment due diligence. Cindy also coordinates our efforts with outside professionals, such as CPAs and estate planning attorneys. Cindy began her career at Prudential, where she reviewed and underwrote retirement plans. She subsequently worked for several non-profit corporations in the marketing, budgeting and administration departments. Cindy holds a B.A. from Pepperdine University and is a member of Ed Slott’s Elite IRA Advisors.
Nancy joined Manchester Financial in 2010 and is responsible for community relations, marketing and event planning for the firm. Prior to Manchester, she served as a Marketing Officer at Northern Trust in Tucson, Arizona. Nancy has also served as a board member of a variety of philanthropic and community organizations including Angel Charity for Children, and Catalina Foothills School District Foundation. She is a current board member of the Thousand Oaks Civic Arts Plaza- Alliance for the Arts. Nancy earned her B.A. from the University of Arizona.
Client Relations Director
Mark joined Manchester Financial after 37 years with Southern California Edison. During his career with Edison, Mark was responsible for the external coordination of company issues and programs with the government, customers, community groups, and the media and he retired as Deputy Director of Metro Local Public Affairs. Mark has served on and chaired numerous boards including the Chambers of Commerce of Santa Monica, Malibu, Culver City and Camarillo. Mark was also a member of the Pepperdine Crest Board. He has a B.A. from California State University, Northridge and an M.B.A. from California Lutheran University.