Cindy Y. Huang
Cindy joined Schultz Collins, Inc. in 1998. She holds a degree in Business and Administration with emphasis in accounting from San Francisco State University.
Cindy is our in-house expert on Morningstar Principia CAMS (Client Asset Management System), our portfolio management database. She also maintains the firm’s accounting system and handles numerous office management issues.
Kelly M. Woodard
Kelly has been at Schultz Collins, Inc. since 2002. Her responsibilities in client account management include:
- Coordinating trading and money movements
- Portfolio taxation issues
- Portfolio reporting
- Institutional advisor liaison
Kelly holds degrees from Mills College and San Francisco State University in Medieval History and American History. She speaks fluent French and Spanish and is a marathon runner.
Nicole S. VanderGeest
Nicole joined Schultz Collins, Inc. in 2008. She manages the firm’s Contact Relationship Management System, along with several subsidiary databases, and coordinates compliance, financial, record keeping and accounting systems, including desktop publishing.
For clients, she manages establishment and maintenance of investment accounts.