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Cynthia Greenfield

Director of Client Engagement and Success, Principal, San Rafael

Our events are a wonderful chance to enhance the personal client relationship and real opportunities to share our individual interests, families and broaden our perspectives.

Cynthia is responsible for developing strategies that deliver on the firm’s mission, vision and guiding principles and enhances the employee and client experience through organization, communication and engagement. She combines over a decade of experience in the financial services industry with life coaching techniques to help advisors and clients build stronger relationships that lead to meaningful and goal-focused financial plans.

She manages relationships with community partners and non-profit organizations, external vendors, and industry leaders and provides direction for all internal and external firm events. Internally, she helps implement best practices and provides overall management of large-scale projects related to technology integration, process development and others as needed. Cynthia joined Private Ocean in 2009.

In her spare time, Cynthia enjoys hiking, fly fishing, skiing, cooking and sharing good food with family and friends.

Education

  • BA in English, University of Colorado at Boulder
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