FUSE Team

FUSE Team

——FUSE Team——

You have plenty of "yes" men. What you need is a "know" man.

Cindy Zarker
Relationship Manager
Cindy Zarker
Relationship Manager
781-400-2616

Cindy is responsible for providing the highest level of service to FUSE clients. In her role she works closely with FUSE clients on a day-to-day basis to ensure that they achieve their strategic and tactical objectives. Cindy also contributes to the FUSE BenchMark series research and other FUSE research and consulting projects.

 

Previously 

  • Cerulli Associates, 2003-2015   
    • Directed the asset management practice researching and analyzing institutional and retail trends, presenting the findings in published reports, client meetings, and industry conferences.
  • Columbia Management, 1998-2003
    • Led product strategy and development team, developing new open- and closed-end funds, working with marketing team on product positioning, training the salesforce, and conducting ongoing product rationalization review.

 

Accomplishments/Favorite Projects

  • Building a research practice from the ground up, by conceiving of and launching a number of subscription-based research publications covering product, marketing, and distribution trends across the retail and institutional asset management channels
  • Facilitating a number of client round tables on topics ranging from building effective RFP teams to developing an effective product development process
  • Corralling affiliated sub-advisors and in-house portfolio managers to launch and maintain momentum in more than a dozen new mutual funds and other products

 

Education & Other ExperIENCE

  • A decade plus developing and publishing thought leadership on financial services
  • In the trenches experience developing and launching new funds
  • Skidmore College, B.A. in Economics

 

Interesting Notes, Perhaps

  • Enjoy hiking, kayaking, biking and road trips to discover local history, scenery, and foodie hangouts
  • Parent of two teenagers (and a rescue dog) who keep busy with sports, volunteer work, and who will soon be asking for my car keys (yikes)