- I enjoy helping others and giving back to the community
- Gardening
- Outdoor Recreation
- Enjoy hobbies that combine physical activity with outdoor exploration
- Volunteering
- Kayaking
Cynthia Chassereau
Cape Coral,FL
Summary
Dynamic leader with a proven track record at Truist Investment Services, excelling in strategic decision-making and team leadership. Enhanced operational efficiency through workflow optimization and fostering professional relationships. Skilled in documentation and client rapport, driving successful project completions and long-term success.
Talented for navigating challenges, brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
28
28
years of professional experience
Work History
VP Brokerages Managed Accounts Supervisor
Truist Investment Services
Charlotte, NC
10.1997 - 05.2025
- Assisted in project management tasks, ensuring timely completion of deliverables.
- Collaborated with cross-functional teams to enhance operational efficiency and communication.
- Maintained accurate documentation of processes to ensure compliance and consistency across operations.
- Streamlined reporting processes to improve data accuracy and accessibility for leadership review.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Auditing and overseeing accounting procedures, principals and practices.
- Account reconciliation
- Processed alternative investments
- Repo trading specialist
- Reorganization specialist, transfer specialist
Education
High School Diploma -
New Kent High School
New Kent, VASkills
- Proficient team leadership
- Skilled in managing professional relationships
- Strategic decision-making
- Problem-solving skills
- Building client rapport
- Goal-oriented
- Comprehensive documentation skills
- Workflow optimization
- Coaching and guidance
- Employee training
Interests
Timeline
VP Brokerages Managed Accounts Supervisor
Truist Investment Services
10.1997 - 05.2025
High School Diploma -
New Kent High School