Qualifications
Cyd started in the financial services industry in 1984 with Shearson American Express. She later joined Piper Jaffray, before moving to RBC Wealth Management in 2006. Cyd holds the Series 7, 8, 3, 63, and 66 licenses.
Education
Cyd holds a Bachelor of Arts degree in psychology from San Jose State University. She completed the Certified Investment Management Associate program from the Wharton School in 2001. She also earned the Accredited Wealth Management designation in 2007.
Personal
Born in San Jose, CA and a third generation Californian, Cyd moved to Monterey in 2012 after 25 years in Pacifica, CA. She and her partner enjoy travel, gardening, and their clowder of cats.
