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Cynthia Lombardi profile image

Cynthia Lombardi

Wealth Management Advisor at TIAA
Intro Book
Seasoned wealth management advisor with 11 years of experience in banking, customer relations, and investments.
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Location
Arvada, Colorado, United States, US
Languages
  • Spanish Professional working proficiency
  • English Native or bilingual proficiency
Skills
  • Series 63
  • Banking
  • Customer Relations
  • Social Media
  • Insurance
  • Show all
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Bio

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Cynthia Lombardi is a seasoned wealth management advisor with 11 years of experience in banking, customer relations, and investments. She holds multiple professional licenses, including the Series 63 and Series 6 licenses, and has a native working proficiency in Spanish. She has worked at TIAA, JPMorgan Chase, and The Bank of New York, and has a degree in Psychology from Skidmore College.

Credentials

  • Series 63 License
    Financial Industry Regulatory Authority (FINRA)
    Mar, 2013
    - Apr, 2026
  • Insurance Producer's License
    Colorado Division of Insurance
    Nov, 2006
    - Apr, 2026
  • Series 6 License
    Financial Industry Regulatory Authority (FINRA)
    Nov, 2006
    - Apr, 2026
  • Series 66
    FINRA (Financial Industry Regulatory Authority)
  • Series 7 License
    Financial Industry Regulatory Authority (FINRA)

Experience

  • TIAA
    • Wealth Management Advisor
      • 2013 - Present

  • JPMorgan Chase
    • Greater Denver Area
    • Relationship Banker
      • Sep 2006 - Jan 2013
      • Greater Denver Area

      -Acquire, maintain and develop positive, loyal relationships with affluent clients and corporations. -Exceed sales goals by utilizing strong listening, verbal, and written communications skills.-Earn one of the highest cross-sell ratios in the District.-Structure, present, negotiate, and manage business banking, lending, estate, and investment portfolios.-Accredited in business banking, including business to business sales of ADP, credit card processing, etc.-LICENSES: Series 6 and Insurance

  • The Bank of New York
    • Private Banker/Wealth Management
      • 1900 - 1900

      -Advised high net worth individuals, corporations, and non-profits on financing, trusts, loans, and investments.-Exceeded sales goals by mobilizing internal and external networks and resources, and gave high-level presentations.-Completed formal bank Credit Training Program.

  • Citicorp
    • Commercial Banking Sales Officer/Trader/Assistant Manager
      • 1900 - 1900

      -As a Trader, managed in excess of one billion dollars daily and invested funds profitably.-Sole Citicorp Regional Commercial Banking salesperson to negotiate, interact, and advise senior management of major companies on equipment lease financing in three state area. -Designed a competitive analysis for strategic planning and marketing department.

Education

  • Skidmore College
    Psychology, Spanish

Suggested Services

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Industry Focus. “Financial Services”

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