Cynthia Penado
Richmond,CA
Summary
To obtain a position in an industry where I can assist customers on the best products and services to help meet their financial goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Marketing Director
World Financial Group
05.2014 - Current
- Asses clients with financial analysis to help diversify their financial portfolio
- Provide financial education classes and workshops for groups or individuals
- Identify and frequently implement ideas or practices for financial improvement
- Manage and train 10-20 agents on current financial services weekly in person and zoom
- Entering application and client information in data base; updating pipelines
Supervisor
First National Bank of Northern Ca Universal Banker, El Camino Real
03.1999 - 05.2014
- Assisted manager and supervisor to manage branch and supervise team of 6-10 employees, complete daily reports, approve tellers work, train new tellers
- Responded to customers inquiries efficiently, provided financial guidance, educated and coached customers on products and services, built and maintained relationships with customers
Education
Financial Growth Academy - Financial Planning And Services
World Financial Group
2014
Bachelor degree - Psychology
San Francisco State University
2008
Skills
- Strong communication skills, presentation and public speaking
- Knowledge in Microsoft Office, CRM, SalesForce Campaign Manager, email, online calendar systems, and I go
- Detail oriented, responsible, strategic thinking, team leadership
- Reliable, team player, punctual, and thorough
- Persistent, adaptable, flexible, ability to work under pressure
- Hard working, self-motivated, and enthusiastic
Accomplishments
- Client Success:
Helping clients achieve their financial goals
- Community Involvement:
Volunteered in workshops at high schools, non-profit organizations, and lunch and learns. Goal was to empower unprivileged communities
Certification
- AML:
Anti-money laundering certification
Languages
• Spanish
Awards
- Top consultant award:
Recognized for outstanding client service and exceeded sales goal
- Excellence in Leadership Award:
Acknowledged for successfully leading and mentoring a team of agents
Licenses
- California Department of Insurance:
Life and Health license Issued: 2014 -Present
Timeline
Senior Marketing Director
World Financial Group
05.2014 - Current
Supervisor
First National Bank of Northern Ca Universal Banker, El Camino Real
03.1999 - 05.2014
Financial Growth Academy - Financial Planning And Services
World Financial Group
Bachelor degree - Psychology
San Francisco State University
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