Cindy Schreiner

Cindy brings more than 30 years of financial services industry experience to her current role as Head of Operations, Transformation, and Key Strategic Partner Relationships at RBC Wealth Management – U.S. In this role, Cindy leads the firm’s efforts to simplify, optimize, and digitize its operational capabilities for clients and advisors, as well as drives scale, efficiency, and quality-focused outcomes through technology in her Key Strategic Partner Relationships work.

Prior to joining RBC Wealth Management – U.S. in 2021, Cindy held several Chief Operating Officer and Executive roles, including Executive Officer of the Private Bank at Morgan Stanley and Managing Director and Head of Global Wealth Management Product Operations at Morgan Stanley, where she led teams that focused on alternative investments, annuities, client reporting, global banking, insurance, lending, managed accounts, managed futures, money market, mutual funds, performance reporting, personal trust, retirement plan services, and unit investment trusts.

Cindy is a member of SIFMA’s Operations Forum and Proxy Working Group. Previously, she was a member of DTCC’s Wealth Management Senior Advisory Board and Executive Forum, and the Insurance and Retirement Senior Advisory Board. She was also actively involved in the Managed Money Institute Operations Standards Committee, and served on the National Investment Company Services Association’s Board of Directors. Cindy has also led initiatives on several of SIFMA’s committees, including ACATS, Buy Side, Corporate Actions, STP, and T+1. Additionally, Cindy chaired/served on ICI’s Mutual Fund Bank/Broker Dealer Advisory Committee and helped build an Industry Model for Bank Mutual Fund processing through DTCC.

Cindy attended Indiana State University, completed the Yale School of Business Executive MBA Series, and has passed the Series 7, Series 24, Series 27, Series 63, and Series 99 exams.

RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.