GLENDA
K. BIANCHI
CYPRESS WEALTH MANAGEMENT
7100 Grapevine Highway, Suite 205
Richland Hills, Texas 76180
(817) 591 - 1147
gbianchi@cypress-wealth.com
PROFESSIONAL EXPERIENCE
2007
to Present |
Cypress
Wealth Management, Richland Hills, Texas |
| |
... Managing
Member |
| |
... Chief
Compliance Officer and Client Service
... Coordinator |
| |
2005
to 2007 |
Financial
Network Investment Corporation |
| |
... Registered
Representative |
| |
... Client
Service Manager |
| |
2004
to 2005 |
Cullum
& Burks Securities, Inc |
| |
... Operations
Manager |
| |
2004 |
Southwest
Securities |
| |
... Contractor,
Mutual Fund Breakpoint Project |
| |
2002
to 2004 |
Bank
of America Investment Services, Inc |
| |
... Assistant
to Associate National Sales Director |
| |
1991
to 2002 |
Fred
Kull Financial Advisors, Dallas, Texas |
| |
... Associate |
| |
|
1987
to 1991 |
Eppler,
Guerin & Turner, Dallas, Texas |
| |
... Operations
Liaison |
PROFESSIONAL
DESIGNATIONS
| |
Certified
Financial Planner™ (CFP), 2007 |
CIVIC/COMMUNITY
SERVICE
| |
Dallas
Women’s Foundation |
|
