Cynthia Richards-Donald

Managing Director, Financial Planner, Owner @Massmutual Carolinas

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2014 — Present

Managing Director, Financial Planner, Owner @Massmutual Carolinas

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Charlotte, NC, US

EDUCATION

1987 — 1991

Stony Brook University

Bachelor of Arts (B.A.), Economics

1995 — 1997

Dowling College

Master of Business Administration (M.B.A.), Banking and Finance

SKILLS

Series 6InsuranceCross-Functional Team LeadershipRisk ManagementCertified Financial PlannerPortfolio ManagementCrmFinanceSales ProcessSeries 63Public SpeakingSalesCoachingTeam LeadershipBusiness DevelopmentSales PresentationsStrategyStrategic PlanningRelationship ManagementManagement

ABOUT CYNTHIA RICHARDS-DONALD

Preparing for that next step in life isn\'t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you\'re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight, and capability. Contact me to discuss your financial future.

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Cynthia Richards-Donald — Managing Director, Financial Planner, Owner at Massmutual Carolinas in Charlotte, NC, US | Unifers