TC Wealth Partners  
Cindy Dugo
Cynthia A. Dugo - Operations Specialist

Cynthia A. Dugo

Operations Specialist

  Business Operations Team

Cindy Dugo is a closer—of closet doors (“I just can’t leave them open!”) and also of stock, bond, and mutual fund trades. Her role at the company is to ensure proper execution and settlement of trades – how perfect! On a daily basis, she processes dividend and interest payments and all other security related transactions necessary to reconcile the cash and security positions with the custodian bank. She also handles all incoming and outgoing cash including wires, ACH’S and checks.

As part of a highly skilled and competent Operations Team, Cindy finds great reward in assisting front office personnel in providing exceptional service to clients.

Cindy attended Indiana University. She serves her local community by preparing meals for homeless shelters, helping seniors with household chores, and boxing military care packages.