Operational Excellence Sales & Marketing Team Motivation & Leadership HIGHLY ACCLAIMED AND ACCOMPLISHED MANAGER/SALES PROFESSIONAL WITH AWARD-WINNING EXCELLENCE IGNITING SALES, LEADING TEAMS, AND DEVELOPING AND IMPLEMENTING EFFECTIVE PROGRAMS TO DRIVE GROWTH AND PROFITABILITY. TRACK RECORD BUILDING SUCCESSFUL OPERATIONS FROM THE GROUND UP. TALENT FOR TRAINING AND MOTIVATING TEAMS TO EXCEED OBJECTIVES. SOUGHT BY ORGANIZATIONAL LEADERS AND PEERS TO TRAIN MULTILEVEL STAFF ON BUSINESS MANAGEMENT, EFFECTIVE SELLING TECHNIQUES, AND RELATED BUSINESS DEVELOPMENT SKILLS. COORDINATES EFFECTIVELY WITH SENIOR LEADERSHIP TO CONCEPTUALIZE AND IMPLEMENT PROFIT-GENERATING, TIME-SAVING SYSTEMS AND METHODOLOGIES. Operations Management Strategic Planning Finance & Accounting Market Share Expansion Start-up Operations Team Motivation & Morale Staffing and Recruitment Client Relationship Management Cross-Functional Team Leadership Corporate Communications Account Acquisition & Retention Presentations & Proposals Training & Development Certifications: Business Management Entrepreneurial Development Long-Term Care Professional Development: Global Investment Funds Life Path Funds American Funds Variable Products Class Mortgage & Banking CE Credits completed through 2020
Hi, I’m
CYNTHIA ANN WILKINS
Financial Services Professional
Highlands Ranch,CO
Summary
Overview
15
years of professional experience
1
Certification
Work History
FINRA
Principal Investigator Analyst
01.2022 - Current
Job overview
- FINRA – Map Department – The Fincial Industry Regulatory Authority is an private American corporation that acts as a self-regulatory organization that regulates member brokerage firms and exchange markets
- As a Principal Investigator Anaylst for FINRA within the map department we are in charge of the NMA/CMA Applications for new and existing broker and dealer firms
- We are in charge of the complete process from beginning to end of the process and 100% in charge of approval or denial of said firms
- Approving communications, regulator background , WSPs, financial funding, ect
- We are 100% in charge of the written communication of said approval.
VALIC FINANCIAL ADVISORS- AIG
Financial Advisor
02.2013 - 10.2022
Job overview
- VALIC Financial Advisors, registered in 1997, serves 51 state(s) with a licensed staff of 1,452 advisors
- Valic Financial Advisors manages $23.3 billion and provides retirement planning and advice to 501c3s as well as individuals.
Self Employed Writer
PUBLISHED AUTHOR
01.2009 - Current
Job overview
- Who’s Who for Executive and Professional Women in Littleton, HAVE WRITTEN OR AM CURRENTLY WRITING SEVERAL BOOKS, SOME OF WHICH ARE CO-WRITTEN
- MOST OF ARE SELF-HELP OR SELF AWARENESS BOOKS.
- CURRENLTY WORKING ON CO-AUTHORING A BOOK ON BRANDING YOURSELF IN THE INSURANCE AND FINANCIAL SERVICE FIELD
- PRESIDENT/FOUNDER – THE ROBERT G
- RINGER FOUNDATION A 501(3) – A NON-PROFIT – DEDICATED TO HELPING THE UNDERPRIVILEGED (SEE WWW.THEROBERTGRINGERFOUNDATION.COM FOR MORE INFORMATION)
Education
College For Financial Planning, Inc.Englewood, CO
from Finance
University Overview
Skills
- Technical Proficiencies:
- Microsoft Word, Excel, Access, Outlook, PowerPoint
- Lotus Notes; Morningstar (Financial Services), Sales Force
- Comfortable with Double Monitor Set-ups
Affiliations
Affiliations
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Professional Women (NAPA)
Hispanic Chamber of Commerce
Denver Chamber of Commerce
…continued…Additional Information
Additional Information
- Licensure: , Series 6; Series 63, Series 7, Series 66 Currently Security Licensed in Every State Colorado Life, Health, Property, and Casualty Insurance
Certification
CFA
CFP
LUTCF
CPFA
S6
S7
S63
S65
Timeline
Principal Investigator Analyst
FINRA
01.2022 - Current
Financial Advisor
VALIC FINANCIAL ADVISORS- AIG
02.2013 - 10.2022
PUBLISHED AUTHOR
Self Employed Writer
01.2009 - Current
College For Financial Planning, Inc.
from Finance