Director of Operations
Sheri brings over 20 years of experience in the financial services industry and was previously with the back office of First Allied Securities since August 2007. Sheri began her career in the financial industry at Scripps Bank in 1999. Intrigued with the brokerage business, she joined Commonwealth Financial in 2000 and then LPL Financial in 2001, where she was quickly promoted to team lead for the mutual fund & account transfers department. Sheri’s background in banking, mutual funds and brokerage services allows her to apply a broad level of knowledge in her day to day.
In her spare time Sheri enjoys spending time with her family & friends and of course shopping.