Operations Specialist@ Foster & Motley, Inc.
Cincinnati, Ohio, United States
Cynthia Dicello
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FlashIntel GPTCynthia Dicello is a highly experienced professional with over 30 years of expertise in providing outstanding and efficient service to clients. She is skilled in procedure development, SharePoint, U.S. Bank Sei System, client services, and trust administration. Cynthia is known for her strong work ethic and ability to adapt to change. She has worked in various roles, including Operations Specialist at Foster & Motley, Inc. and Trust Associate at Johnson Investment Counsel. Cynthia is a detail-oriented and organized individual who excels in multitasking and has a strong work ethic. She is always eager to help others and increase her job knowledge.
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About
I am a self-motivated, conscientious and dependable professional with excellent interpersonal skills and over 30 years of experience in offering outstanding and efficient service to clients. I am an extremely detailed, organized and thorough multi-tasker who can effectively prioritize tasks to accomplish objectives and meet deadlines. I have a very strong work ethic, and due to my ability to be flexible I can easily adapt to changes and am always eager to help others and take on new challenges to increase my job knowledge.
...See MoreWork Experience
Operations Specialist
Financial Services
Cynthia Dicello's Professional Milestones
- Data Processing Supervisor (1990-10-01~2000-01-01): Streamlined data processing processes, optimizing efficiency and accuracy in data processing.
- Trust Associate (2000-01-01~2016-09-01): Accurately handled complex issues with precision, maximizing accuracy and compliance with regulatory regulations.
Skill
Procedure Development
Sharepoint
U.s. Bank Sei System
Client Services
Trust Administration
Account Reconciliation
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Trust Tax Coordination
Attention To Detail
Schwab Advisor Center
Financial Reporting
Onesource Trust Tax
Efficiency Improvement
Sharefile
U.s. Bank Singlepoint
U.s. Bank Pivot
Certification
Colleagues
James C.
Director, Information Technology at Foster & Motley, Inc.
Ryan Pollock
director of tax at foster & motley inc
Zach Horn, MBA, CFP®, CMFC®
managing partner president investment manager & shareholder at foster & motley inc
Rachel Rasmussen
Associate Investment Manager
Larry Bernhard, IACCP
chief compliance officer and office manager at foster & motley inc - wealth management
Other Named Cynthia Dicello
Frequently asked questions
We found 1 Cynthia Dicello's email addresses
We found 1 Cynthia Dicello's phone numbers
Cynthia Dicello's social media include: Linkedin,
Cynthia Dicello works for Foster & Motley, Inc.
Cynthia Dicello's role in Foster & Motley, Inc. is Operations Specialist
Cynthia Dicello works in the industry of Financial Services
Cynthia Dicello's colleagues are James C.,Ryan Pollock,Zach Horn, MBA, CFP®, CMFC®
Cynthia Dicello's latest job experience is Operations Specialist at Foster & Motley, Inc.
