Cheri Stein Location
- Grand Rapids, MI, US
Cheri Stein Work
- 2017 - now Partner @
- 1999 - now Wealth Management Relationship Manager and Sr. Trust Officer @
- 1999 - 2009 Sr. Financial Planner @ Plante Moran Financial Advisors
Cheri Stein Education
- Taylor University
BA (Accounting)
1995 - 1999 - Grand Rapids Christian High
Cheri Stein Skills
- Financial Advisory
- Wealth Management Services
- Income Tax
- CPA
- Strategic Financial Planning
- Trust Services
- Financial Analysis
- Tax
- Wealth Management
- Investment Advisory Services
- Accounting
- Financial Reporting
- Estate Planning
- Estate Settlement
- Income Tax Planning
- Trust Administration
- Foundation Administration
- Philanthropic Planning
Cheri Stein Summary
- Cheri Stein, based in Grand Rapids, MI, US, is currently a Partner at Plante Moran. Cheri Stein brings experience from previous roles at Plante Moran and Plante Moran Financial Advisors. Cheri Stein holds a 1995 - 1999 BA in Accounting @ Taylor University. With a robust skill set that includes Financial Advisory, Wealth Management Services, Income Tax, CPA, Strategic Financial Planning and more. Cheri Stein has 1 emails and 1 mobile phone numbers on RocketReach.
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