Cyndi Panian

Director of Operations @Nicholas Wealth Management

Marietta, GA, US
EMAILS
c••••••••@nicholaswealth.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2024 — Present

Director of Operations @Nicholas Wealth Management

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US

EDUCATION

2018 — 2023

University of West Georgia

Bachelor of Science - BS, Organizational Leadership

SKILLS

LeadershipRecruitingTrainingBusiness PlanningSalesInsuranceAnalysisFinanceFinancial ServicesRetirement PlanningFixed AnnuitiesLife InsuranceStrategic Financial PlanningInvestmentsRetirementWealth ManagementMutual FundsDisability InsuranceEstate PlanningHiringIrasLong-Term CareAccount ManagementCustomer Service401kCoachingFinancial PlanningNegotiationSales ManagementMicrosoft OfficeManagementMicrosoft ExcelMarketingBusiness DevelopmentMicrosoft Word

ABOUT CYNDI PANIAN

One of the things that I find most rewarding about my career is the relationships that I have built and kept along the way. I find it a privilege to work with individuals and business owners to help make sure they have the proper financial plan in place. I take pride in delivering excellent customer service and being an expert at finding solutions to fill in the gaps of any financial plan. I have extensive knowledge of investment and insurance products to be able to deliver a complete plan. I am detail oriented and driven to succeed with whatever task is given to me.

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