Cindy Lofton
Keine laufenden Positionen mehr
Profil
Ms. Cindy Lofton is Client Service Administrator & Office Manager at ARGI Investment Services LLC.
Ms. Lofton began her career with Northwestern Mutual as an administrative assistant, helping process applications and attend to client needs.
After several years she joined Dave Zimmerman (ARGI advisor) at New England Financial as a New Business Processor and later became the Operations Manager.
She has taken on responsibilities from accounting, payroll and year-end budgeting to managing a staff of 12 people.
She was integral in helping Dave transition from New England Financial to the start up of insurance company, River Valley.
Ehemalige bekannte Positionen von Cindy Lofton
| Unternehmen | Position | Ende |
|---|---|---|
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Corporate Officer/Principal | - |
River Valley Investors
 River Valley Investors Investment ManagersFinance River Valley Investors (RVI) is venture capital firm founded in 2003 by Paul G. Silva. The firm is headquartered in Springfield, Massachusetts. | Corporate Officer/Principal | - |
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Corporate Officer/Principal | 15.09.2011 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Finance |
River Valley Investors
River Valley Investors Investment ManagersFinance River Valley Investors (RVI) is venture capital firm founded in 2003 by Paul G. Silva. The firm is headquartered in Springfield, Massachusetts. | Finance |
