What is Cfp Cynthia Zickel email address?

Cfp Cynthia Zickel's primary email address is *******@haverfordquality.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Cynthia Zickel work for?

Cfp Cynthia Zickel is a Vice President/Portfolio Manager at The Haverford Trust Company, a company specializing in Other Financial Investment Activities.

Where Cfp Cynthia Zickel graduated from?

Cfp Cynthia Zickel holds a degree in from CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC..

How can I directly contact Cfp Cynthia Zickel?

To contact Cfp Cynthia Zickel directly, you can use the email address *******@haverfordquality.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Cynthia Zickel?

Cynthia Zickel is a seasoned financial professional with over three decades of experience in investment management and banking. Currently serving as Vice President Portfolio Manager at The Haverford Trust, she specializes in managing investment portfolios for high net worth individuals and non-profits. Cynthia is a Certified Financial Planner (CFP®) and has a strong background in 401(k) retirement savings plans and wealth management. Her previous roles include Vice President Banking at The Rittenhouse Trust, where she successfully managed a loan portfolio and coordinated external examinations. Cynthia is also an engaging speaker, having presented at the Haverford Trust Speaker Series for Women. With a degree in Finance from La Salle University, she combines her academic knowledge with practical experience to deliver exceptional financial advisory services. Her commitment to client education and compliance with ERISA regulations highlights her dedication to the industry.