Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

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
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, VA

Skills

  • 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

  • I enjoy helping others and giving back to the community
  • Gardening
  • Outdoor Recreation
  • Enjoy hobbies that combine physical activity with outdoor exploration
  • Volunteering
  • Kayaking

Timeline

VP Brokerages Managed Accounts Supervisor

Truist Investment Services
10.1997 - 05.2025

High School Diploma -

New Kent High School

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