Cecily Bolding Email & Phone Number
Managing Director @ Bernstein Private Wealth Management
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Cecily Bolding Location
- Texas, United States
Cecily Bolding Work
- Managing Director @ (May 2025 - Present)
- Managing Director @ (December 2022 - May 2025)
- Wealth Strategist @ (February 2020 - February 2023)
- Senior Private Banker @ (April 2015 - February 2020)
- Director of Annual Giving @ (June 2014 - April 2015)
- Senior Manager of Corporate Giving @ (March 2014 - June 2014)
- Development Officer- Central North @ (January 2014 - March 2014)
- Major Gifts Officer @ Methodist Richardson Medical Center (October 2012 - January 2014)
- Commercial Banker @ (July 2008 - October 2012)
- Associate Relationship Manager @ (January 2006 - July 2008)
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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