Cynthia Velazquez

Wealth Management Channel Manager @Capital Group

Los Angeles, CA, US
EMAILS
c••••••••@thecapitalgroup.com
MOBILE NUMBERS
+12•••••••42

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WORK HISTORY

Oct 2020 — Present

Wealth Management Channel Manager @Capital Group

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Los Angeles, CA, US

EDUCATION

N/A

California State University-Fullerton

Bachelor of Arts (B.A.)

SKILLS

Mutual FundsEquitiesAsset Management401(K) Retirement Savings PlansFinance401kRetirementInvestmentsWealth ManagementFinancial ServicesRetirement PlanningRelationship ManagementCustomer ServiceSeries 63Asset AllocationManagementSeries 7Portfolio Management

ABOUT CYNTHIA VELAZQUEZ

Experienced Sales Channel Manager with a demonstrated history of working in the investment management industry. Skilled in Portfolio Management, Business Relationship Management, Customer Service, Asset Management, and Retirement. Strong sales and marketing professional with a degree focused in Criminology/Criminal Justice Administration. Securities offered by American Funds Distributors, Inc.

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Cynthia Velazquez — Email, Phone Number & Contact Info | Unifers