Cynthia Machle

Cynthia Machle

Financial Analyst @ Transamerica

About Cynthia Machle

Cynthia Machle is a Financial Analyst currently employed at Transamerica since 2021, with a background in finance and data analytics. She has held various positions in the financial sector, including roles at National Planning Holdings and Citi, and has earned degrees from multiple institutions.

Work at Transamerica

Cynthia Machle currently serves as a Financial Analyst at Transamerica, a position she has held since 2021 in St. Petersburg, Florida. Prior to this role, she worked at Transamerica as a Registered Service Representative from 2016 to 2021, accumulating five years of experience in customer service and financial operations. Additionally, she held the position of Investment Counselor / Intermediate Customer Contact Representative for 11 months in 2014-2015. Her tenure at Transamerica reflects a commitment to the financial services industry and a progression of responsibilities within the organization.

Education and Expertise

Cynthia Machle earned her Master of Science in Data Analytics from Western Governors University, completing her studies from 2019 to 2021. She also holds a Bachelor's degree in Finance from the University of South Florida, where she studied from 2013 to 2018. Earlier in her academic journey, she obtained an Associate of Arts degree from St. Petersburg College, studying from 2010 to 2013. This educational background provides her with a strong foundation in finance and data analysis, enhancing her capabilities as a financial analyst.

Background

Cynthia Machle has a diverse professional background in the financial services sector. She began her career as a Client Service Officer at Citi, where she worked for seven months in 2012-2013. Following this role, she joined Transamerica, where she gained extensive experience over several years in various capacities, including Commission Holds Resolutions at National Planning Holdings from 2015 to 2016. Her career path reflects a steady progression in roles that emphasize customer service and financial analysis.

Professional Experience Prior to Transamerica

Before her current role at Transamerica, Cynthia Machle worked at National Planning Holdings as a Commission Holds Resolutions specialist for one year in Tampa, Florida. This position followed her time at Transamerica as an Investment Counselor and Registered Service Representative. Her experience at these organizations has equipped her with a comprehensive understanding of financial products and client relations.

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