Wealth
Cyndie Smith started their work experience in 2004 as a Business Operations Manager at Addison Health Systems, Inc. Cyndie then worked as an Operations Manager at Our Children's House at Baylor Plano from 2010 to 2013. After that, they joined T-System, Inc. as a Sales Enablement Operations Manager from 2013 to 2015. Cyndie then returned to Addison Health Systems, Inc. as a Director of Operations and Client Management from 2015 to 2017. From 2017 to 2022, they worked at PDS Energy as the Head of Client Success & Product Management (Well Data Exchange Platform). Currently, they are the Head of Partner Success at Wealth.
Cyndie Smith earned their Bachelor of Science degree in Logistics from the University of North Texas between 2003 and 2007.
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Wealth
Wealth is a comprehensive estate planning platform that empowers people to create, manage and visualize their plans digitally. Creating an estate plan with Wealth gives your loved ones a holistic view of all your assets, visualized and securely stored in one place. Because life is unpredictable, Wealth makes it easy for you to access your plananytime and offers guidance to keep it current and valid. And should the unthinkable occur, your trusted beneficiaries are granted emergency access to your plan. Wealth is available to companies as an employee benefit, allowing employers to offer their workforce a meaningful financial wellness opportunity.