Cindy Schreiner
Managing Director and Head of Operations RBC Wealth Management–U.S., RBC Wealth Management
Cindy brings more than 30 years of experience in the financial services industry to her role as Executive Committee Managing Director and Head of Operations at RBC Wealth Management–U.S. She also serves as U.S. FINOP for both Capital Markets and Wealth Management. In this capacity, she leads enterprise-wide initiatives to simplify, optimize, and digitize operations—enhancing the client and advisor experience while driving scale, efficiency, and quality through strategic technology partnerships.
Prior to joining RBC Wealth Management in 2018, Cindy held senior executive and chief operating officer roles at numerous financial services firms. At Morgan Stanley she served as Executive Officer of the Private Bank and Managing Director, Head of Global Wealth Management Operations. There, she oversaw a broad range of post trade functions spanning clearance & settlement, alternative investments, annuities, lending, managed accounts, global banking, insurance, and retirement services.
Cindy is an active industry leader, serving on the Securities Industry and Financial Markets Association (SIFMA) Operations and Technology Committee and the board of the National Investment Company Service Association (NICSA). She has also contributed to several advisory boards, including those of the Depository Trust & Clearing Corporation (DTCC) and the Money Management Institute (MMI).
She attended Indiana State University, completed the Yale School of Management Executive MBA Series, and holds FINRA Series 27 and 99 license