Cindy R.

Background

About Cindy R.

Dedicated CalPrivate Bank Senior Vice President, Market Manager of the Specialty Banking Group. Focused on supporting Trust & Estate and Probate attorney's and their clients. With a career spanning over 30 years in Financial Services, and the past 15 years being recognized in the legal industry as a subject matter expert specializing in Estate, Guardianship, Conservatorship and Trust accounts in the Los Angeles and Orange County area. Expanded Market Share – identify new markets and introduce new acquisition strategies, e.g, community involvement, networking, special events, cross selling and targeted marketing collateral for client prospecting. High Touch Customer Relations – cultivate and maintain trusting relationships with specialized knowledge of niche clients and industries; excellent customer service delivery and training Sales Team to retain customers. Strong Business Acumen – highly organized, resourceful and innovative tactical problem-solver, adept in streamlining processes, strategizing and executing on performance metrics to meet/exceed business goals. Articulate Presenter/Communicator – confident in presenting to the C-Suite and organizational leadership to educate and build awareness about products and services; provide creative direction on marketing collateral. Hands-On Manager/Team Leader – discern high potential talent; hired and developed talent for management and successfully created sales trainings and professional development programs used companywide."My mission is to stay informed and active within the industry and seek answers to unsolved problems."