Marianna Toudouze
Unemployed at ZT Wealth Advisory- Claim this Profile
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Bio
Cindy Griffin, CIPM
Marianna is a detailed, organized and highly professional individual who reported to me while we worked at MBM Advisors. I hired Marianna to help my department achieve efficiencies in trading, reporting and compliance aspects of the firm. Marianna took her prior knowledge and expertise in all of these areas to produce immediate returns. She worked tirelessly to ensure that our sales professionals had everything that they needed from our department to confidently go out and service our clients. In addition, Marianna took on additional responsibility to ensure tasks were completed on time and in good order. Marianna's professionalism, knowledge and expertise would make her a welcome addition to any financial services team.
Cindy Griffin, CIPM
Marianna is a detailed, organized and highly professional individual who reported to me while we worked at MBM Advisors. I hired Marianna to help my department achieve efficiencies in trading, reporting and compliance aspects of the firm. Marianna took her prior knowledge and expertise in all of these areas to produce immediate returns. She worked tirelessly to ensure that our sales professionals had everything that they needed from our department to confidently go out and service our clients. In addition, Marianna took on additional responsibility to ensure tasks were completed on time and in good order. Marianna's professionalism, knowledge and expertise would make her a welcome addition to any financial services team.
Cindy Griffin, CIPM
Marianna is a detailed, organized and highly professional individual who reported to me while we worked at MBM Advisors. I hired Marianna to help my department achieve efficiencies in trading, reporting and compliance aspects of the firm. Marianna took her prior knowledge and expertise in all of these areas to produce immediate returns. She worked tirelessly to ensure that our sales professionals had everything that they needed from our department to confidently go out and service our clients. In addition, Marianna took on additional responsibility to ensure tasks were completed on time and in good order. Marianna's professionalism, knowledge and expertise would make her a welcome addition to any financial services team.
Cindy Griffin, CIPM
Marianna is a detailed, organized and highly professional individual who reported to me while we worked at MBM Advisors. I hired Marianna to help my department achieve efficiencies in trading, reporting and compliance aspects of the firm. Marianna took her prior knowledge and expertise in all of these areas to produce immediate returns. She worked tirelessly to ensure that our sales professionals had everything that they needed from our department to confidently go out and service our clients. In addition, Marianna took on additional responsibility to ensure tasks were completed on time and in good order. Marianna's professionalism, knowledge and expertise would make her a welcome addition to any financial services team.
Experience
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ZT Wealth Advisory
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United States
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Financial Services
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1 - 100 Employee
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Unemployed
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Jan 2021 - Present
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Financial Services Administrator/Compliance Manager
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Oct 2010 - Jan 2021
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Reg CSA
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Dec 2007 - Oct 2010
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Reg CSA/Tech Analyst
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Jun 2004 - Dec 2007
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Lincoln Financial Advisors
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Financial Services
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1 - 100 Employee
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Sr. Case Manager
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Jun 2001 - Jun 2003
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MBM Advisors
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Financial Services
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1 - 100 Employee
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Compliance Administrator
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2000 - 2001
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Education
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2004 - 2005
University of Phoenix
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San Diego High School
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Lamar University
Community
