Cecily Bolding Email & Phone Number
Managing Director @ Bernstein Private Wealth Management
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Cecily Bolding Location
- Texas, United States
Cecily Bolding Work
- 2025 -now Managing Director @
- 2022 -2025 Managing Director @
- 2020 -2023 Wealth Strategist @
- 2015 -2020 Senior Private Banker @
- 2014 -2015 Director of Annual Giving @
- 2014 -2014 Senior Manager of Corporate Giving @
- 2014 -2014 Development Officer- Central North @
- 2012 -2014 Major Gifts Officer @ Methodist Richardson Medical Center
- 2008 -2012 Commercial Banker @
- 2006 -2008 Associate Relationship Manager @
Cecily Bolding Education
- Southern Methodist University
Certificate in Financial Planning (Financial Planning and Services)
2016-2017 - Texas A&M University - Mays Business School
BBA (Management)
2001-2005
Cecily Bolding Skills
- Wealth Management
- Financial Planning
- Non-profit Leadership
- Private Banking
- Credit Analysis
- Commercial Lending
- Strategic Planning
- Commercial Banking
- Financial Analysis
- Banking
- Event Planning
- Credit
- Financial Services
- Sales
- Finance
- Commercial Real Estate
- Non-profit Administration
- Leadership
- Customer Service
- Fundraising
- Team Management
- Loan Structuring
- Certified Financial Planner
- Non Profit Administration
- Non Profit Leadership
- Employee Relations
- Onboarding
- HRIS
- Compensation and Benefit
- Talent Management
- Personnel Management
- Employee Wellness Programs
- Talent Acquisition
- Recruiting
- Benefits Administration
- Applicant Tracking Systems
- Employee Benefits
- COBRA
- Training
- Management
- Salesforce.com
- Human Resources
- SaaS
- File Management
- System Implementations
- Employee Orientations
- Exit Interviews
- Open Enrollment
- Administrative Office Support
- Payroll
- Compliance
- Employee Wellness
- FMLA
Cecily Bolding Summary
- Cecily Bolding, based in Texas, United States, is currently a Managing Director at Bernstein Private Wealth Management. Cecily Bolding brings experience from previous roles at Northern Trust Corporation and Dallas Symphony Orchestra. Cecily Bolding holds a 2016 - 2017 Certificate in Financial Planning in Financial Planning and Services @ Southern Methodist University. With a robust skill set that includes Wealth Management, Financial Planning, Non-profit Leadership, Private Banking, Credit Analysis and more. Cecily Bolding has 2 emails and 2 mobile phone numbers on RocketReach.
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