Verified recordFinancial Services

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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Email

1 credit

s•••••••@cwealthra.com

Phone

5 credits

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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.

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