As our Client Service Associate, Cinnamon coordinates details of administration and maintenance while providing comprehensive support for Alpha Fiduciary’s clients. Her ability to collaborate with accounting professionals helps to ensure that clients receive timely tax reporting and service.
Prior to joining Alpha Fiduciary, Cinnamon served as a Client Service Representative/Operations Manager in the Family Office division of a Phoenix-based Registered Investment Advisory (RIA) firm. This firm catered specifically to the needs of high-net-worth individuals and families, which made Cinnamon a perfect fit for Alpha Fiduciary.
Additionally, Cinnamon has held various positions in retirement plan services, where she worked directly with plan sponsors and participants with a strong emphasis on regulatory compliance.