Cherie Mason Email & Phone Number
Retirement Plan Specialist @ MissionSquare Retirement
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Cherie Mason Location
- Aurora, CO, US
Cherie Mason Work
- Retirement Plan Specialist @ (February 2020 - Present)
- President and CEO @ Cornerstone Tax and Financial Solutions (January 2017 - Present)
- Retirement Education Specialist @ MRP retire (December 2017 - August 2019)
- Employee Benefit Specialist @ (March 2012 - December 2017)
- Retirement Education Specialist @ (March 2012 - December 2017)
- Regional Broker Development Coordinator-Independent Consultant @ (July 2010 - October 2011)
- Regional Director @ (July 2008 - January 2010)
- Senior Internal Wholesaler @ (November 2005 - July 2008)
- Investment Associate @ (January 2001 - October 2005)
- Registered Sales Assistant @ (March 2000 - December 2000)
- Registered Sales Assistant @ Banc of America (January 1999 - March 2000)
- Personal Banker @ (April 1997 - July 1999)
- Personal Banker @ (June 1990 - April 1997)
Cherie Mason Education
- Metropolitan State University of Denver
Bachelors (Finance)
2001-2004 - Keller Graduate School of Management of DeVry University
Master’s Degree (Accounting and Financial Management - Accouting)
2015 - College for Financial Planning
Master's (Financial Planning)
Cherie Mason Skills
- Client Development
- Sales Presentations
- Interpersonal Skills
- Communication
- Client Services
- Relationship Building
- Product Specialists
- Sales
- Presentation Skills
- Analytical Skills
- Client Relations
- Business Development
- Financial Advisory
- Client Liaison
- Presentations
- Mutual Funds
- Investments
- Retirement
- Financial Services
- Retirement Planning
- Securities
- Insurance
- 401k
- Life Insurance
- Employee Benefits
- Wealth Management
- Asset Allocation
- Investment Advisory
- Strategic Financial Planning
- Long-term Care
- 401(k) Retirement Savings Plans
- Management
- Customer Service
- Leadership
- Training
- Brokers
- IRAs
- Uniform Combined State Law
- Series 7
- Relationship Management
Cherie Mason Summary
- Cherie Mason, based in Aurora, CO, US, is currently a Retirement Plan Specialist at MissionSquare Retirement. Cherie Mason brings experience from previous roles at Cornerstone Tax and Financial Solutions, MRP retire and Principal Financial Group. Cherie Mason holds a 2001 - 2004 Bachelors in Finance @ Metropolitan State University of Denver. With a robust skill set that includes Client Development, Sales Presentations, Interpersonal Skills, Communication, Client Services and more. Cherie Mason has 1 emails and 1 mobile phone numbers on RocketReach.
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