Cheri Bertrand Email
Client Services Manager @ Asena Advisors
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Cheri Bertrand Location
- Melbourne, VIC, AU
Cheri Bertrand Work
- 2024 -now Client Services Manager @
- 2022 -now Client Services Manager @ Giles Wade
- 2018 -2022 Senior Client Services Manager @
- 2015 -2018 Senior Client Services Officer @
- 2012 -2015 Mortgage and Debt Adviser @
- 2010 -2012 Client Services Operations Manager @
- 2004 -2010 Operations Manager @ Hillross Burwood East
Cheri Bertrand Skills
- Financial Services
- Credit
- Loans
- Strategic Planning
- Microsoft Excel
- Loan Origination
- Insurance
- Residential Mortgages
- Strategic Financial
- Mortgage Lending
- Investment Properties
- Banking
- Relationship Management
- Strategic Financial Planning
- Customer Service
- Financial Advisory
- Investments
- Finance
Cheri Bertrand Summary
- Cheri Bertrand, based in Melbourne, VIC, AU, is currently a Client Services Manager at Asena Family Office. Cheri Bertrand brings experience from previous roles at Giles Wade, Stature Financial Group, Link Financial Services and Comprehensive Financial Solutions. With a robust skill set that includes Financial Services, Credit, Loans, Strategic Planning, Microsoft Excel and more. Cheri Bertrand has 2 emails on RocketReach.
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