Cecilia L.

Cecilia L. Email and Phone Number

Chief Executive Officer, People Development and Strategy @ Thryve x Design
New York, NY, US
Cecilia L.'s Location
Eastchester, New York, United States, United States
Cecilia L.'s Contact Details

Cecilia L. work email

Cecilia L. personal email

Cecilia L. phone numbers

About Cecilia L.

👋🏼 Hi, Hola, I'm 𝗖𝗲𝗰𝗶𝗹𝗶𝗮! As a Growth Strategist I partner with leaders to bridge talent gaps and build inclusive, sustainable cultures ready for the future. My people-centered solutions drive engagement, spark innovation, and fuel growth.The 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀Here’s what I hear from leaders:🗣️ “Our leaders aren’t future-ready.”77% of organizations face a leadership gap. Without agile, skilled leaders, change feels overwhelming.🗣️ “Turnover is too high, and we’re losing top talent.”Flexibility, belonging, & purpose drive retention.🗣️ “We’re not fully tapping into diverse & nontraditional talent.”Companies that embrace diversity are 33% more likely to outperform, but aligning culture & strategy can be complex.🗣️ “Our teams aren’t driving innovation or connecting with diverse markets.”Misalignment & lack of inclusion prevent organizations from accessing +$6T in purchasing power from diverse communities.Sound familiar? You’re not alone.How I 𝗛𝗲𝗹𝗽My work spans three levels: organizational strategies for big-picture impact, team optimization for stronger collaboration, and 1:1 coaching to further unlock potential.1️⃣ Organizational: Design & implement talent solutions for inclusivity, sustainability, & measurable growth.Areas: Talent acquisition & retention, leadership development & readiness, succession planning.Approach: Situation Analysis ➔ Recommendations ➔ Implementation ➔ Playbooks.2️⃣ Teams: Improve collaboration, communication, & alignment with a strengths-based approach.3️⃣ 1:1 Coaching: Unlock potential, build critical skills, & drive growth.What You'll 𝗚𝗮𝗶𝗻🌟 A purpose-driven, inclusive culture.🌟 Future-ready leaders & teams.🌟 A competitive edge.A Little About 𝗠𝗲I grew up in a small town in Honduras and moved to the U.S. when I was 16, a journey that taught me resilience, adaptability, & the power of diverse perspectives.Over the past 25+ years, I’ve held leadership roles at Citigroup, PwC, & Morgan Stanley, leading teams & businesses, creating people-first strategies, & coaching leaders to achieve transformational results.As a Latina navigating corporate America, I bring a unique perspective to leadership and inclusion. Combining data-driven strategies with a broad skillset & personal insights, I help organizations unlock growth & innovation.I’m also a certified business coach & a DISC & Motivators trainer, ready to build strong leaders & high-performing teams.Let’s 𝗕𝘂𝗶𝗹𝗱 TogetherReady to bridge the gap for a thriving, inclusive culture? 📩 DM me or Book an Appointment.

Cecilia L.'s Current Company Details
Thryve x Design

Thryve X Design

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Chief Executive Officer, People Development and Strategy
New York, NY, US
Cecilia L. Work Experience Details
  • Thryve X Design
    Chief Executive Officer, People Development And Strategy
    Thryve X Design
    New York, Ny, Us
  • Thrive & Lead By Design, Inc.
    Chief Everything Officer
    Thrive & Lead By Design, Inc. 2024 - Present
    Tuckahoe, Ny, Us
    𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝘁𝗼 𝗧𝗵𝗿𝗶𝘃𝗲 & 𝗟𝗲𝗮𝗱 𝗯𝘆 𝗗𝗲𝘀𝗶𝗴𝗻!Our mission is simple: to help leaders design strategies that drive success for everyone while prioritizing support for the most marginalized. When we create pathways that include all talent, we open the door for everyone to thrive, and when people thrive, organizations do too.We believe diverse teams are the key to unlocking potential and achieving real growth, both for businesses and individuals. Through our design thinking approach, we bridge talent gaps, build inclusive cultures, and empower individuals, teams, and organizations to succeed in a rapidly changing world.It’s time to break free from conventional thinking and lead boldly into the future.Curious? Take the first step and book a complimentary consultation: https://www.thriveleadbydesign.com/book-complimentary-consultation
  • Koli Inc.
    Co-Owner
    Koli Inc. 2011 - Present
    Our company is a general contractor company founded in 2011. It is family owned and operated.I wear several soft hats - CFO, CMO, COO. My husband wears the hard hat.
  • Morgan Stanley
    Vice President, Virtual Engagement Associate Program, Coo Team
    Morgan Stanley 2022 - 2023
    New York, Ny, Us
    The Virtual Engagement Associate Program (VEA) supports experienced Financial Advisors with executing aspects of their individual business development strategies. VEAs help Financial Advisors increase client engagement by managing their external communication, as well as creating a consistent well thought-out financial plan.As a Team Leader in the COO team, I oversaw a team whose responsibilities were the employee lifecycle of the VEAs (350+ across 3 offices in NY and GA) - from sourcing/hiring, onboarding, and graduation from the program.◼ Developed people-focused strategies – process design and re-engineering support for the VEA Program employee lifecycle◼ Executed on the recruiting strategy for the program – which included partnering closely with the Recruiting team to optimize sourcing, hiring, interview and selection processes◼ Built and owned the change management process for procedures and day-to-day activities for the VEAs◼ Created & delivered presentations regarding initiatives and business strategies to senior management◼ Developed and led my team◼ Supported the execution of the VEA summer internship program◼ Developed and executed the graduation strategy that includes career pathing resources to support VEAs with their next role in the FirmVolunteered as a career coach. Provided 1:1 coaching to females & ethnically diverse VEAs & Summer Interns to help them with career & skills development.
  • Morgan Stanley
    Vice President, Director Of External Coaching
    Morgan Stanley 2017 - 2022
    New York, Ny, Us
    Transformed & led a business of +60 external coaching partners & over 500 Financial Advisor (FA) engagements annually with +$3M in spend.◼ 1:1 consultation with a diverse client group - senior mgmt, FAs, HR, internal businesses - to understand their needs (e.g. business dev, operations, team optimization, upskilling, diversity, succession) & provide strategic, measurable and scalable external coaching solutions◼ Delivered a 30% decrease in completion time & data inaccuracies in the contracting process by leveraging influencing skills to create efficiencies◼ Planned & executed: 1. regional & local meetings to introduce external coaches to the Field; 2. annual educational summit for the external coaches focused on Firm strategy, FA key challenges & internal resources to enhance the coaching relationship◼ Created & maintained policies & procedures, as well as a business manual◼ Analyzed data leveraging tools like Excel, Tableau: quarterly coaching spend, coaching efficacy analysis, coaching program results & impact, annual survey◼ Presented data driven results in a visual format that provides the audience with key takeaways, learnings & actionable solutions ◼ Continuously thought strategically about how coaches can support Wealth Management goals, including Sourcing new external coaching firms with good diverse representation ◼ Created scale & efficiencies by developing resources to support the coach selection process, e.g., one-page resource documents and an Excel file that dove deep into each coach’s areas of expertise◼ Exceeded total goal of $380M for the 2021-2022 coaching program. Designed & executed Firm-sponsored coaching programs with a focus on diverse FA population & asset growth. Skills developmentParticipated in the Third Factor coach program & the Her New Standard leadership program.Career coachProvided 1:1 coaching to early to mid-career females & ethnically diverse individuals to help them get to the next level in their career.
  • Pwc
    Client Strategist/Marketing And Sales Team
    Pwc 2014 - 2017
    Gb
    Supported national AM and Real Estate priority accounts by creating and implementing client-centric strategies, focused on enhancing client satisfaction and driving account growth.
  • Citi
    Vice President, Senior Implementation Manager
    Citi 2012 - 2013
    New York, New York, Us
    Project managed entire client on-boarding process onto Citi’s operations and technology platforms. Revenue created between $10K and $100K. Implementation encompassed mainly custody related activities spanning 50+ markets, but also included fund services, alternative investment services, investment analytics, securities lending, and cash services.Volunteered as a career coach. Provided 1:1 coaching to early to mid-career females & ethnically diverse individuals looking for a thought partner to meet their professional goals and help them get to the next level in their career.
  • Citi
    Vice President, Senior Proposal Writer
    Citi 2005 - 2012
    New York, New York, Us
    Managed & enhanced the end-to-end proposal process for the full suite of securities and fund services, including cash services, ranging in potential revenue from $100K to $100M: evaluation of proposal, strategy, mapping solution, identifying and addressing client requirements, writing, editing, and managing a tight deadline of deliverables (RFPs, RFIs, consultant questionnaires, free-form proposals, due diligence questionnaires, presentation decks, internal/external communications).Supervised the on-site NY team.Collaborated on the design of a training program for offshore resources.Volunteered as a career coach. Provided 1:1 coaching to early to mid-career females & ethnically diverse individuals looking for a thought partner to meet their professional goals and help them get to the next level in their career.
  • Citi
    Vice President, Women'S Council Developing Talent Program
    Citi 2011 - 2011
    New York, New York, Us
    A 9 month program. Completed a real-live project for Citi in a team environment. We were put in teams of 4 with people we did not know and given a project in an area we were not familiar with. The task was to create or find a solution for the business problem and present our findings in front of a panel of senior management. We had to go through all stages: discover/research/analysis, planning, testing, evaluation, decision, design, statement of work, presentation with findings.
  • Citi
    Assistant Vice President, Performance Analyst, Private Bank
    Citi 2002 - 2005
    New York, New York, Us
    For the first few months I supported the project management of the new reporting system - from testing to live. My day to day consisted of delivering accurate and timely investment performance information to the Private Bank clients by using the Modified Dietz method for portfolios containing equities, fixed income, alternatives, illiquid assets, and cash.
  • Citi
    Client Service Officer
    Citi 1998 - 2002
    New York, New York, Us
    Served as the direct point of contact for a diverse set of 20+ investment managers; account management, responding to inquiries, resolving issues and providing navigational assistance for Securities and Fund Services products and services.
  • Boutique Marketing Firm
    Marketing Assistant
    Boutique Marketing Firm 1996 - 1998
    Supported the owner of a small marketing firm with all responsibilities of the business.
  • Binghamton University
    Store Assistant
    Binghamton University 1994 - 1996
    Binghamton, Ny, Us
    Did various tasks in the store, from cashier to stocking shelves, helping students, etc.
  • Burger King
    Cashier
    Burger King 1992 - 1993
    Miami, Fl, Us
    During High School I worked part-time at checkout counter & food preparation station.

Cecilia L. Skills

Returns Alternative Investments Writing Metrics Reporting Consulting Market Corporate Branding Insurance Sales Mimeo Data Formats Career Development Data Mapping External Relationships Implementation Experience Synthesizing Tampa Legal Trusts Product Management Live Meeting Florida Social Media Communications Content Development Securities Lending Adobe Professional Management Revenue Marketing Communications Performance Analysis Profitable Growth Calls Citigroup Crm Metrics Hedge Funds Investment Management Rules Spanish Leadership Exceeding Expectations Fund Services Powerpoint Sharepoint Human Resources Business Relationship Management Communications Settlement Qvidian Portfolio Management Escalation Customer Satisfaction Business Services Cell Client Liaison Google+ Healthcare Voice Reports Strategy Client Requirements Supervision Meeting Deadlines Microsoft Excel Training Editing Point Of Contact Ms Project Status Reports Service Lines Image Solution Intranet Private Equity Business Management Global Custody Documentation Project Management Superior Client Service Results Driven Conflict Resolution Reporting Customizing Lessons Learned Internet Communications Internal And External Communications Revise Constraints Social Media Charters Jersey Fixed Income Yahoo Rfp Content Management Project Plans Private Bank Media Tools Client Services Communication Business Development Financial Risk Catering Strategising Rfi Quality Assurance Strategic Planning Fund Accounting Operations Summaries Subject Matter Experts Marketing Marketing And Communications Queries Change Management Social Influence Microsoft Project Project Governance Supervising Others Contractual Agreements Newsletters Conflict Strategic Communications Constructive Feedback Analytics Services Presentations Internal Audit Regulations Banking Conflicts Comparison Investment Performance Hunter Executive Management Fund Administration Account Management Multi Tasking End To End Tax Forms Changing Environment New York Reviews Transfer Agency Investments English Literature Public Sector Cross Border Process Improvement Themes Visio Data Quality Software Performance Reviews Financial Services Compliance Tax Forms Equities Outlook Mutual Funds Addressing Resolving Issues Microsoft Word Stocks Proposal Writing Cash Asset Deadline Questionnaires Due Diligence Risk Problem Solving Marketing Strategy Diagrams Evaluation Lotus Securities Deliverables Pdf

Cecilia L. Education Details

  • Binghamton University
    Binghamton University
    Business And Marketing
  • Hunter College
    Hunter College
    General
  • University Of South Florida
    University Of South Florida
    General

Frequently Asked Questions about Cecilia L.

What company does Cecilia L. work for?

Cecilia L. works for Thryve X Design

What is Cecilia L.'s role at the current company?

Cecilia L.'s current role is Chief Executive Officer, People Development and Strategy.

What is Cecilia L.'s email address?

Cecilia L.'s email address is cl****@****hoo.com

What is Cecilia L.'s direct phone number?

Cecilia L.'s direct phone number is +191746*****

What schools did Cecilia L. attend?

Cecilia L. attended Binghamton University, Hunter College, University Of South Florida.

What are some of Cecilia L.'s interests?

Cecilia L. has interest in Graphics, Writing, Interests, Traveling, Marketing, Fictional Writing, Training And Mentoring, Client Relationships, New Technologies, Reading.

What skills is Cecilia L. known for?

Cecilia L. has skills like Returns, Alternative Investments, Writing, Metrics Reporting, Consulting, Market, Corporate Branding, Insurance, Sales, Mimeo, Data Formats, Career Development.

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