Sherry Email & Phone Number
Director of Client Relations @ Integrated Fiduciary Advisory Services
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Sherry Location
- Detroit, MI, US
Sherry Work
- 2023 -now Director of Client Relations @
- 2023 -2023 Process Development Coordinator and RIA Account Specialist @
- 2017 -2023 Securities Account Coordinator @
- 2015 -2016 New Business and Concierge Coordinator @
- 2013 -2014 Sales and Marketing Specialist @
- 2003 -2013 Sales and Marketing Specialist @
- 1994 -2003 Service Manager, Compliance @
Sherry Education
- Michigan State University
BA (Political Science)
1986-1990 - Andover HS 1982-1986
Sherry Skills
- Documentation
- Customer Satisfaction
- Procedure Development
- Transition Management
- Time Management
- Team Building
- Project Management
- Onboarding
- Relationship Building
- Communication
- Teamwork
- Problem Solving
- Series 99
- Process Improvement
- Docupace
- Sales
- New Business
- Customer Service
- Training
- Financial Services
Sherry Summary
- Sherry, based in Detroit, MI, US, is currently a Director of Client Relations at Integrated Fiduciary Advisory Services. Sherry brings experience from previous roles at Financial Architects, Inc., Concorde Investment Services and Prudential Financial. Sherry holds a 1986 - 1990 BA in Political Science @ Michigan State University. With a robust skill set that includes Documentation, Customer Satisfaction, Procedure Development, Transition Management, Time Management and more. Sherry has 4 emails and 2 mobile phone numbers on RocketReach.
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