Tawanda Penner

Coaching Program Coordinator
Tawanda Penner

Tawanda Penner coordinates CEG Worldwide's coaching program and provides a wide variety of other administrative services. She comes to her position after 13 years of experience working in the independent broker-dealer and registered investment advisory industries—experience she draws on to facilitate CEG Worldwide's industry-leading coaching program.

Penner began her career specializing in communications for the U.S. Army. Since that time she has provided operations management for several broker-dealers, including IFG Advisory Services, Financial Services Corporation and Keogler Investment Advisory. Penner has developed and implemented training programs for financial advisors about a variety of subjects, such as maximizing products and procedures, maintaining relationships with money managers, ensuring high-quality services, and streamlining and documentation of processes. During her tenure with IFG Advisory Services, Penner also was responsible for creating and implementing marketing campaigns for the firm's asset-management program. Her depth of experience helps CEG Worldwide's coaching program optimize advisors' potential.

Our latest book
Breaking Through book teaser
Journal of Wealth Management Consulting
Our free monthly publication offers real-world stories from advisors utilizing wealth management best-practices.