Cynthia Venturelli
CYNTHIA VENTURELLI
Senior Vice President – Client Services
Cindy has over 22 years of senior level experience in client service and support. She began her career with Sullivan & Serwitz in 1994 as an Executive Assistant; her current position is Senior Vice President of Client Services. Primary among her many duties is assisting clients with the administrative tasks inherent with financial success and implementation of decisions made in client/advisor meetings.
| Sam Houston State University, College of Education Degree: Bachelor of Arts – Teaching (BAT) | 1974 |
| • | Toastmasters International's Competent Communicator Award | 2015 |
| • | Toastmasters International's Competent Leader Award | 2014 |
| • | College for Financial Planning, Paraplanner Course Designation: Registered Paraplanner | 2001 |
| • | Retail University, Wells Fargo Bank Bank Compliance Procedures, Products and Services | 1992 |
| • | Anthony’s School of Real Estate License: Realtor Associate | 1983 |
| • | Registered Paraplanner | 2001-Present |
| • | Notary Public, State of California | 1998-Present |
| • | National Notary Association | 1998-Present |
| • | Financial Planning Association | 2006-Present |
| • | Senior Vice President of Client Services, Sullivan & Serwitz, Los Altos, CA | 1994-Present |
| • | Personal Banking Officer, Wells Fargo Bank, Redwood City, CA | 1992-1994 |
| • | Senior Loan Officer, Wells Fargo Bank, Campbell, CA | 1988-1992 |
| • | Loan Officer, Crystal Springs Mortgage Company, San Mateo, CA | 1985-1988 |
| • | Maintenance Record Clerk, Greyhound Bus Lines, San Francisco, CA | 1979-1984 |
| • | Teacher: Second Grade, Houston Independent School District, Houston TX | 1975-1976 |