Cindi Bechtold is an Advisor Transition Coordinator for NFA/SFC and works with new advisors transitioning their accounts over to our firm. Cindi has worked in the Financial Services industry for over 20 years and was VP, Operations/Office Manager for an independent broker dealer.
Cindi is series 7, 63, and 24 licensed and managed the day-to-day office operations and staff, implementing creative business solutions and exceptional customer service. As VP of Operations, Ms. Bechtold was instrumental in implementing processes and procedures to provide proficiency in strategic planning, compliance, accounting, operations, and communication to the advisors.
Cindi and her husband have two sons and they own and operate a small HVAC business in Bismarck ND