EMAIL TWITTER HANDLE TELEPHONE LINKEDIN URL

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CW

OBJECTIVE

As an ambitious professional

with decades of experience

managing employees and clients

alike, I’d love to bring my

proficiency and extensive

knowledge to your organization.

SKILLS

I thrive in high pressure and

results oriented situations.

Furthermore, I am an extremely

affective communicator with a

successful track record of sales,

service and rapport building

results.

WEBSITES & LINKS

TheRobertGRingerFoundation.

com

CYNTHIA WILKINS

FINANCIAL SERVICES ACCCOUNTING COMPLIANCE MANAGEMENT 8618 CANONGATE LN. HIGHLANDS RANCH, CO 80130 303-***-**** ad3k12@r.postjobfree.com

EXPERIENCE

PRINCIPAL ANALYST • FINRA • 12/22-PRESENT

Solely responsible for the approval or denial of Broker Deal Firms, communications, financials, WSPs, and regulatory background inspections. We are required to know all the laws and rules for the financial industry as set forth by FINRA and the SEC. CFO & FOUNDER • THE ROBERT G RINGER FOUNDATION • 08/15-PRESENT Responsible for all financials and registrations for the organization. Leads a team of 28 employees and volunteers who specialize in giving campaigns and career placement and advancement.

PUBLISHED AUTHOR • SELF EMPLOYED• 01/09-PRESENT

Has personally or co-written 5 books as well as a multitude of articles. Written both non-fiction, fiction and multitude of Financial an Entrepreneurial articles. Currently writing a book for women in finance. SENIOR FINANICAL ADVISOR/PLANNER • VALIC FINANCIAL • 02/13- 10/22 Lead a team of approximately 10 advisors and assistants. Managed a book of business for approximately 150 million AUM. Solely responsible for the entire sales and service process from being to end for organizations as well as individual clients. Managed major institutions retirement plans from top to bottom.

EMAIL TWITTER HANDLE TELEPHONE LINKEDIN URL

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EDUCATION

SECURTIES LICENSED • FINRA

Successfully passed securities tests – SIE grandfathered, Series 6, Series 7, Series 63, Series 66

DESIGNATIONS • FINANCIAL COLLEGE & OTHER ORGANIZATIONS CFP, CLTC, LUTCP

DESIGNATIONS • FINANCIAL COLLEGE & OTHER ORGANIZATIONS Currently taking – CFA and CPFA

VOLUNTEER EXPERIENCE OR LEADERSHIP

DOUGLAS COUNTY CANINE RESCUE • FOSTER PARENT

WOLF• BOARD MEMBER

HIGH PLAINS ELEMENTARY • PTCO • ROOM PARENT

DENVER HISPANIC CHAMBER OF COMMERCE • MEMBER

WESTERN PENSION AND BENEFITS COUNCIL • MEMBER

NATIONAL ASSCOCIATION OF INSURANCE & FINANCIAL ADVISORS

•MEMBER

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