Cindy Mirtahami

Customer Service Associate

"At the heart of everything I do is a commitment to making your experience seamless, personalized, and genuinely welcoming—because you deserve nothing less than exceptional care."

WHAT’S MY SUPERPOWER?

I thrive on creating order and efficiency behind the scenes, ensuring that every client interaction is seamless and positive. My ability to streamline processes and foster clear communication helps both clients and the team feel supported and valued.

WHAT’S MY BACKGROUND?

I’ve worked extensively with high-net-worth individuals, specializing in banking and investment strategies. During my time at Bank of America/Merrill Lynch, I collaborated with in-house wealth advisors to deliver comprehensive financial solutions. My experience in sales, business development, and HR has honed my ability to manage complex client needs and interpersonal dynamics, all while driving growth and building meaningful relationships.

FUN CINDY FACT

I’m a passionate home chef who loves experimenting in the kitchen and sharing recipes. I’m also an admirer of impressionist art and enjoy exploring galleries or discussing favorite artists. Above all, I cherish time with my family, whether it’s trying out new family-friendly activities or simply enjoying the everyday moments together.