Sheri Wheeler
Client Services Associate at Commonwealth Retirement Advisors
Based in Richmond, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Richmond
Industry
Financial Services
Company size
11
Contact information
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s•••••••@cwealthra.com
Phone
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Background
About Sheri Wheeler
I lead and develop people with a focus on creating and implementing structure that improves financial outcomes and fosters growth and development in a team. I have a keen eye to recognize and identify areas needing improvement. My success is driven through building relationships, leading, and inspiring people while creating a fun culture with buy in and inclusive space. I utilize strong organizational, planning, and communication skills to ensure deadlines are met. I have provided value to multiple business lines, including fulfilling fiduciary responsibilities and protecting the brand and assets to drive a culture of Ethics and Values. Employing a history of qualified internal and external audits. I am committed to a culture where employees feel valued, understand the importance of “doing the right thing” and communicate openly with management. My areas of expertise include: Employee development and Engagement: Implement training and development guides that lead to measurable financial results and a culture of leadership and promotions. Financial Analysis and Reporting: Employed tools to identify and research fluctuations to ensure financial accuracy. Brand Protection: Conduct in-depth assessments to identify weaknesses and collaborate with each business line to implement robust solutions. Forecasting /Budgeting: Employed expectations, guidelines and tracking to monitor trending. Auditing and Compliance Reporting: Engaged all Department Heads in audit results, creating best practices, fostering a culture of compliance and risk prevention.
Decision-makers
Other people at Commonwealth Retirement Advisors
- DMC-Team
David Monday
Chairman · General Business & Management
- SWStaff
Sheri Wheeler
Client Services Associate · Customer/Client Service
- RPC-Team
Ryan P. Drake
Chief Executive Officer · General Business & Management
- CEManager
Casey Elliott
Client Service and Development Manager · Customer/Client Service
- CSDirector
Christopher S. Lee
Director of Financial Planning · Finance & Accounting
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