Cynthia Coleman

Cynthia Coleman

Client Service and Compliance Specialist

Cynthia joined the Richardson Financial Services, Inc. team in 2015 as the Firm’s Client Service and Compliance Specialist. She assists in administering the comprehensive regulatory and compliance programs of the business, processes and monitors client and internal service requests, and is a liaison between the Firm’s vendors and partners.

Cynthia’s 25 years of experience in the financial services industry is invaluable. In addition to her knowledge, Cynthia’s friendly demeanor and contagious laugh are qualities ever-present in her daily interactions with her peers and clients.

Prior to joining Richardson Financial Services, Inc. Cynthia worked at Boston Financial Data Services, where she held positions in compliance and commissions control accounting. Previously, Cynthia worked at Veritude, Columbia Management Fund Services, and Brookline Savings Bank.

In her free time, Cynthia enjoys spending time with her son, grandson, and extended family. In recent years, Cynthia has also held her MA Real Estate license.