Cindy Yourtz
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Cindy Yourtz Email & Phone Number

Implementation Manager overseeing all operational processes for superior service to our clients and their investments. at FFG Retirement Counseling
Location: Denver Metropolitan Area, United States 3 work roles
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Current company
Role
Implementation Manager overseeing all operational processes for superior service to our clients and their investments.
Location
Denver Metropolitan Area, United States
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Cindy Yourtz is listed as Implementation Manager overseeing all operational processes for superior service to our clients and their investments. at FFG Retirement Counseling, a with 6 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Cindy Yourtz.

Cindy Yourtz previously worked as Implementation Manager at Ffg Retirement Counseling and Patent and Trademark Specialist at Chiron Corporation.

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Email format at FFG Retirement Counseling

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FFG Retirement Counseling

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About Cindy Yourtz

I draw from my 20+ years of experience in the financial services industry to deliver premier client service as Implementation Manager on the FFG Retirement Counseling team. I focus on providing support to our clients and their investments; by preparing all related documents, monitoring compliance and communicating effectively. I truly value my relationships with all of our clients and believe everyone should be treated the same, no matter how much money they have. I began my career as a Patent Specialist in the oil and gas industry and then later at a biotechnology company. In this role, I followed established procedures, while working closely with innovators and scientists to prepare patent applications for filing with the United States Patent and Trademark Office. Here, I fortified my skills of overseeing operational processes and implementation management.For 17 years, my husband, David, and I have owned a jewelry store in Highlands Ranch called CD Ray Jewelers. It brings me great joy to extend my excellent customer service skills to our jewelry clients. In my free time, I can be found walking, exercising or travelling to visit my extended family – I have 8 siblings – in New Jersey. David and I also have two amazing sons; one who works in the oil and gas industry and the other who is a Chief Petty Officer in the Navy. We also have two incredible grandchildren, who we try to see as much as possible. If you are ready to make this the moment you get your financial life back on track, let our team at FFG help! Feel free to connect with me here or reach out at cyourtz@ffgusa.net.

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FFG Retirement Counseling
Ffg Retirement Counseling
Implementation Manager overseeing all operational processes for superior service to our clients and their investments.
centennial, colorado, united states
Employees
6
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3 roles

Cindy Yourtz work experience

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Implementation Manager

Current

Denver, Colorado

As the senior-most member of the FFG Retirement Counseling team, I serve as the Implementation Manager and oversee all operational practices within our firm. I am extremely client service oriented and value establishing relationships. People recognize they can call on me with whatever they need. My specialties include: • Compliance monitoring • Quarterly performance reports• Preparing legal documents (beneficiary forms, title changes, death claims)• Communications (newsletters, emails, internal documents)I spearheaded our firm’s paperless initiative. It took me over a year to digitize and implement this change. The use of a digital document management system has greatly improved our process efficiency both as a team and with client interactions. At FFG, we utilize a proactive team approach to provide every client with multiple, unique perspectives. How can our team help you? Feel free to reach out to me at cyourtz@ffgusa.net.

Sep 1999 - Present

Patent And Trademark Specialist

Emeryville, Ca

In my role as a Patent Specialist at Cetus Corporation, I worked alongside innovators and scientists to prepare patent applications for filing with the United States Patent and Trademark Office (USPTO) and World Intellectual Property Organization. During this time, Cetus Corporation developed and manufactured pharmaceutical products that targeted cancer and infectious diseases. I was responsible for staying abreast of biotechnology industry’s best practices, proactively recommending process improvements and collaborating with the intellectual property attorneys and staff to implement best practices. I stayed current on all USPTO procedures, practices and developments.

Jan 1981 - Jan 1988

Patent And Trademark Specialist

Florham Park, Nj

As a patent specialist with Exxon Research and Engineering Company, I prepared and filed formal papers for patent applications for the company and cooperating scientists. Exxon is an international oil and gas company and operates in most of the world's countries, using technology and innovation to help meet growing energy needs. I was responsible for: • Managing worldwide patent matters• Generating reports and queries as needed for attorneys and paralegals• Providing additional support as needed• Managing an independent workload

Jan 1973 - Jan 1981
Team & coworkers

Colleagues at FFG Retirement Counseling

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FAQ

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What company does Cindy Yourtz work for?

Cindy Yourtz works for FFG Retirement Counseling.

What is Cindy Yourtz's role at FFG Retirement Counseling?

Cindy Yourtz is listed as Implementation Manager overseeing all operational processes for superior service to our clients and their investments. at FFG Retirement Counseling.

Where is Cindy Yourtz based?

Cindy Yourtz is based in Denver Metropolitan Area, United States while working with FFG Retirement Counseling.

What companies has Cindy Yourtz worked for?

Cindy Yourtz has worked for Ffg Retirement Counseling, Chiron Corporation, and Exxonmobil.

Who are Cindy Yourtz's colleagues at FFG Retirement Counseling?

Cindy Yourtz's colleagues at FFG Retirement Counseling include Chuck Read, Blake Barnett, Cfp®, and Sean O'Reilly, Cfp®.

How can I contact Cindy Yourtz?

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