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As Director of Operations at Owl Creek Wealth Partners I'm excited to leverage my experience in the Financial Services industry to help launch and grow an exceptional RIA firm catering to High Net Worth clients.In previous roles I provided support to RIAs utilizing Envestnet/Tamarac Trading software, worked as a contractor at 2 RIAs simultaneously using different CRM, Portfolio Management and Custodian platforms, and as Director of Operations I successfully merged two mid-sized RIA firms with 800 clients, 1800+ accounts and over $600M AUM. I championed the importance of automation, technology adoption, repeatable workflows and data standardization for accuracy and business scalability. I enjoy working on large projects, standardizing data, re-engineering processes for optimal efficiency and effectiveness, providing excellent client service, and setting the bar high then exceeding it. Specialties: Wealth Management Operations, Business Process Analysis, Data Product Development, Project Management, Data Analysis, Staff Management
Owl Creek Wealth Partners
View- Website:
- OwlCreekWealth.com
- Employees:
- 4
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Director Of OperationsOwl Creek Wealth Partners Jul 2024 - PresentDenver, Colorado, United StatesOwl Creek Wealth Partners was formed with a singular purpose in mind: An uncompromising commitment to the select group of families that we serve. We offer comprehensive financial planning and investment management services to bring clarity, confidence, and peace of mind to your financial well-being. Our clients are like family to us. These relationships are personal and meaningful. We value them profoundly and care for them accordingly.
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Office Manager / BookkeeperEnglewood Camera Apr 2022 - Jul 2024Littleton, Colorado, United StatesI managed all financials for Englewood Camera, a busy photographic retail store offering many brands, moving a lot of inventory and purchasing products daily. I moved all invoicing online and set up automated banking to take advantage of manufacturer discounts for same day payment. I developed and documented processes and streamlined QuickBooks data entry. -
Client Services AssociateEnvestnet | Tamarac Apr 2021 - Mar 2022Denver Metropolitan AreaI supported/trained clients on all aspects of Tamarac Trading software including portfolio creation, rebalancing and trade reconciliation, directed trades, cash management, tax management, custodian integration and reporting. We ensured the client experience was positive by providing suggestions, delivering results and helping clients maximize the operational benefits of the software. -
Operations ManagerMorgan Rosel Wealth Management Jun 2018 - Dec 2019Greater Denver AreaI worked closely with a third-party compliance partner to establish reports to meet regulatory requirements, developed workflows, onboarded clients & provided trading assistance. I originally started as a part-time contractor before being offered the full-time role. -
Operations AnalystEnsign Wealth Advisors Jun 2018 - Apr 2019Greater Denver AreaI worked as a part-time contractor for Ensign while also working as a contractor for Morgan Rosel before accepting the full-time position at Morgan Rosel. I was brought on at Ensign to work on auditing existing data and to develop processes and reports in their new Portfolio Management / CRM platform. -
Director Of OperationsInvestment Security Group Jul 2013 - Apr 2018Greater Denver AreaI led the Operations team through significant change by abandoning outdated manual processes in favor of a streamlined approach resulting in improved data integrity. By standardizing data, establishing proven workflows and introducing new technology we were able to successfully merge with another RIA firm seamlessly. -
Sr. Regional Operations ManagerIhs Feb 2011 - Feb 2013Greater Denver AreaLed a team of 11 direct reports in 3 different offices domestically along with more than 40 contractors overseas. In this role I was responsible for providing tactical oversight for the overall accumulation, accumulation systems and quality of US Energy Information that included Well, Production and Drilling activity for the entire western United States supporting revenues that exceeded $US125mm annually. -
Group Data ManagerReed Business Information Sep 1998 - Jul 2010I managed a team of Data Analysts and the conversion of 300+ data files of various formats into 1 standard format for inclusion in an Oracle Data Warehouse. I established overall policies and goals for the Product Development department. My team updated 33 vertical and horizontal databases quarterly utilized for direct marketing targeted sales solutions with a yearly revenue of $15.9MM. I re-engineered the product build process and acquired new technology for a cost savings of $100K annually and transitioned 40% of core work off-shore for further cost savings. -
Customer Database ManagerNewsletter Services May 1988 - Sep 1998
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Office ManagerPremco/Premium Incentive Sales 1985 - 1988
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Cindy Steiner Education Details
Frequently Asked Questions about Cindy Steiner
What company does Cindy Steiner work for?
Cindy Steiner works for Owl Creek Wealth Partners
What is Cindy Steiner's role at the current company?
Cindy Steiner's current role is Director of Operations at Owl Creek Wealth Partners.
What is Cindy Steiner's email address?
Cindy Steiner's email address is ci****@****tsg.com
What is Cindy Steiner's direct phone number?
Cindy Steiner's direct phone number is +130375*****
What schools did Cindy Steiner attend?
Cindy Steiner attended Colorado Mesa University.
What are some of Cindy Steiner's interests?
Cindy Steiner has interest in Solving Logic Problems, Managing High School Cross Country, Business Analysis Certification, Track And Field, Swim Teams.
What skills is Cindy Steiner known for?
Cindy Steiner has skills like Business Analysis, Cross Functional Team Leadership, Project Management, Product Management, Process Improvement, Agile Methodologies, Vendor Management, Change Management.
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Cindy Steiner
Marion, Oh4galionllc.com, acoust-a-fiber.com, marionindustries.com, pistonautomotive.com4 +174036XXXXX
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