Sheri Leo's Location
Harrisburg, PA, US
Sheri Leo's Work
- Client Advisor @ First Commonwealth Bank
- Senior Vice President and Manager of Nonprofit Services @ Fulton Financial Advisors - Fulton Bank
- Vice President, Manager of Charities and Endowments @ Fulton Financial Advisors - Fulton Bank - Lafayette Ambassador Bank
- Relationship Manager @ Fulton Financial Advisorss/Clermont Wealth Strategies
- Associate Director of Gift Planning @ Lafayette College
- Senior Relationship Manager @ The Merchants Trust
- Vice President, Trust Investment Officer @ Factory Point National Bank
- Investment Officer @ Berkshire Bank
Sheri Leo's Education
- Shippensburg University of Pennsylvania
Bachelor's degree (Business Teacher Education)
1986 - 1990
Sheri Leo's Skills
- Portfolio Management
- Wealth Management
- Equities
- Mutual Funds
- Alternative Investments
- Fixed Income
- Investment Advisory
- Asset Allocation
- Asset Managment
- Investments
Sheri Leo's Summary
Sheri Leo, based in Harrisburg, PA, US, is currently a Client Advisor at First Commonwealth Bank, bringing experience from previous roles at Fulton Financial Advisors - Fulton Bank, Fulton Financial Advisors - Fulton Bank - Lafayette Ambassador Bank, Fulton Financial Advisors/Clermont Wealth Strategies and Lafayette College. Sheri Leo holds a 1986 - 1990 Bachelor's degree in Business Teacher Education @ Shippensburg University of Pennsylvania. With a robust skill set that includes Portfolio Management, Wealth Management, Equities, Mutual Funds, Alternative Investments and more, Sheri Leo contributes valuable insights to the industry. Sheri Leo has 1 email on RocketReach.
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Evan Zuverink
Senior Vice President, Corporate CRA Officer at First Commonwealth Bank
Pittsburgh, PA, US23 -
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