Cindy Poletto Email
Client Services and Operations Manager @ T.M. Wealth Management
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Cindy Poletto Location
- United States
Cindy Poletto Work
- Client Services and Operations Manager @ (July 2026 - Present)
- Relationship Manager @ (August 2024 - July 2026)
- Account Associate @ (October 2023 - September 2024)
- Client Relationship and Project Manager @ (November 2022 - July 2023)
- Social Media Coordinator and Recruiter @ (April 2022 - October 2022)
- Marketing and Public Relations Intern @ (October 2021 - April 2022)
- Work and Study Exchange Program @ (January 2015 - January 2017)
- Loan Specialist @ (January 2013 - December 2014)
- Administrative Assistant @ (March 2012 - December 2012)
- Intern @ (February 2010 - February 2012)
Cindy Poletto Education
- George Mason University 2018-2022
Cindy Poletto Skills
- Account Management
- Account Relationship
- Advertising
- Advertising Sales
- Banking
- Bilingualism
- Business Development
- Business Relationship Management
- Civil Law
- Client Relations
- Communication
- Copywriting
- Corporate Blogging
- Corporate Communications
- Creative Content Creation
- Critical Thinking
- Customer Relationship Management (CRM)
- Data Analysis
- Data Entry
- Digital Communication Strategy
- Digital Marketing
- Digital Marketing Media
- Digital Strategy
- Editing
- Event Planning
- External Relationships
- Finance
- Financial Services
- Income Tax
- International Tax
- Investment Management
- Investment Portfolios
- Investments
- Leadership
- Loans
- Management
- Microsoft Access
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Multi-cultural Environment
- Office 365
- Office Operations
- Operational Law
- Operations
- Operations Management
- Personnel Management
- Portuguese
- Problem Solving
- Project Management
- Public Speaking
- Relationship Development
- Research
- Sales Management
- Sales Operations
- Social Media Marketing
- Social Media Strategy
- Spanish
- Spanish Translation
- Strategic Communications
- Strategy to Execution
- Tax Compliance
- Tax Law
- Wealth Management Services
- Written Communication
Cindy Poletto Summary
- Cindy Poletto, based in United States, is currently a Client Services and Operations Manager at T.M. Wealth Management. Cindy Poletto brings experience from previous roles at United Capital Financial Advisors, LLC, Smithbucklin, The Wolf Group, PC and Ryan & Wetmore, PC. Cindy Poletto holds a 2018 - 2022 George Mason University. With a robust skill set that includes Account Management, Account Relationship, Advertising, Advertising Sales, Banking and more. Cindy Poletto has 1 emails on RocketReach.
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