Glenda K. Bianchi has over 25 years of experience in the securities industry including brokerage, investment management, private equity, and working with high net worth and ultra-high net worth clients. She has extensive experience as a family office relationship manager and chief compliance officer. Bianchi has strong skills in client services, compliance management, and computer systems.

1. Glenda K. Bianchi
6605 Nola Drive, Fort Worth, TX 76148  469-274-1259  Glendakbianchi@outlook.com
SUMMARY
· 25 years of securities industry experience in brokerage, investment management and private equity.
· Extensive experience working with HNW and Ultra HNW clients including 8 years working with family offices.
· Broad knowledge base in client service, compliance, management and computer systems.
SKILLS & ABILITY
CRITICAL THINKING
· Lifelong learner who seeks input from multiple perspectives to thoroughly and rationally evaluate alternatives.
· Strives to find the best solutions and to improve processes and operational efficiencies.
CREATIVITY
· Ability to explain complicated concepts in simple ways.
· Creates advanced reports, graphics and complex documents.
COMMUNICATION
· Active listener equally at ease communicating with colleagues, executive management, ultra HNW clients,
regulators and third parties.
· Values discretion, confidentiality and a professional culture of excellence, fanatical service and relationship
building. Has tremendous passion for clients and team – often with an intuitive, light-hearted edge.
COMPUTER SYSTEMS
· Expert in Microsoft Word, Excel, Outlook, PowerPoint, Junxure, Portfolio Center, Addepar, and internet search.
· Proficient with Microsoft Access, Axys Advent, Quicken, QuickBooks, Money Guide Pro, Salesforce, Wealth Central,
Morningstar Advisor Workstation, Gorilla, Redtail, LaserApp, GoTo Meeting, WordPress, DocuSign and others.
· Understanding of database structure, data standardization and mapping, data integration, cyber security, anti-
virus, firewalls, networking, printers and computer hardware.
PROFESSIONAL EXPERIENCE
PARTNER  CHIEF COMPLIANCE OFFICER  FAMILY OFFICE RELATIONSHIP MANAGER
Cypress Point Wealth Management LLC  2007 – 2015
· Expanded a simple cash flow analysis engagement to a $250 million family office relationship after finding
significant liability risks and legal structure errors in client’s major asset.
· Supported two family office clients with acquiring and tracking private equity investments, commercial and
residential real estate, private jet and jet card acquisition, philanthropy, household staff and budgets.
· Represented families with external advisors including attorneys, accountants, investment bankers, private
bankers, realtors, insurance agents and event coordinators.
· Updated personal financial statements and maintained all legal and financial documents for the families.

2. Resume – Glenda K. Bianchi Page 2
· Advised senior partners on compliance matters. Proactively maintained risk assessment matrix and policies and
procedures. Trained staff on processes including “why” to develop a companywide culture of compliance.
· Subject matter expert for technology, social security optimization and financial modeling for HNW clients.
FINANCIAL PLANNER – CLIENT SERVICE MANAGER
First Dallas Securities (Cetera Advisor Networks)  2005 – 2007
· First point of contact for all client needs.
· Collaborated with lead advisor on financial plans and client presentations.
EXECUTIVE ASSISTANT TO THE ASSOCIATE NATIONAL SALES DIRECTOR
Banc of America Investments  2003 – 2004
· Supported National Sales initiatives and coordinated with personnel, compensation, product marketing, financial
reporting, Regional Directors and their staff.
· Discovered a $1 million error in a McKinsey recommendation while auditing its effectiveness.
· Assisted Associate Director with Greenbelt training and implementation of Six Sigma initiatives.
· Provided analytical support to the executive team realigning bank and brokerage divisions after repeal of Glass-
Steagall.
ASSOCIATE
Fred Kull Financial Advisors  1992 – 2002
· Two-person office growing AUM from $20 million to $450 million through high touch service and client referrals.
· Responsible for client service, portfolio accounting, GIPS performance calculation and reporting, regulatory
compliance, corporate recordkeeping, and research support.
MARGIN CLERK
Eppler, Guerin and Turner (The Principal Financial Group)  1987 – 1992
· Liaison for approximately 80 registered representatives and their staff on a rotating basis.
· Primary point of contact between branch offices and back office. Resolved issues with compliance, stock receipt,
account transfers, money market, mutual funds, P&S, trading, dividends and retirement services.
· FINRA Series 7 and 63.
EDUCATION
UNIVERSITY OF OKLAHOMA
· Major: Mathematics | Chemical Engineering
SOUTHERN METHODIST UNIVERSITY
· Certificate Program in Financial Planning
CERTIFICATIONS
CERTIFIED FINANCIAL PLANNER™
Note: Series 7 can be reinstated upon submission of letter from a Series 24 and completion of current year’s CE.