Exexutive Client Service Associate
Current
Jun 2024 - Present
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Cheryl Thomas Email & Phone Number
Exexutive Client Service Associate
at
Edelman Financial Engines
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Exexutive Client Service Associate
Location
Cheshire, Connecticut, United States
Company size
Who is Cheryl Thomas? Overview
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Quick answer
Cheryl Thomas is listed as Exexutive Client Service Associate at Edelman Financial Engines, a company with 1029 employees, based in Cheshire, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Cheryl Thomas.
Cheryl Thomas previously worked as CEO | Head Baker at Cheryl'S Cookie House and Senior Client Service Associate | New Client Onboarding | Office Efficiency Manager at Morrissey Wealth Management. Cheryl Thomas holds Bachelor'S Degree, Legal Studies, General from Quinnipiac University.
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Edelman Financial Engines
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Profile bio
About Cheryl Thomas
Dynamic and customer-centric Senior Client Service Associate with a passion for delivering exceptional service and building strong client relationships. 7 years of experience with growing responsibilities in highly personalized financial management firm. Exceptional executive maturity and presence which allows me to professionally navigate multiple taksk simultenously, and anticipate client needs.
Current workplace
Cheryl Thomas's current company
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Edelman Financial Engines
7 roles
Cheryl Thomas work experience
A career timeline built from the work history available for this profile.
Ceo | Head Baker
Cheryl'S Cookie House
I bake delicious traditional cookies, pies, breads and cakes to help celebrate holidays and special events in peoples' lives.
Senior Client Service Associate | New Client Onboarding | Office Efficiency Manager
- Provide superior customer service to all clients in wealth management firm.- Build and maintain client relationships; serve as a trusted resource for resolving client concerns in a timely manner. - Manage new client onboarding, new account documents and tracking of funds transferring in to us. - Demonstrate high level of professionalism as first point of.
Mar 2017 - Jun 2024
Executive District Manager, Arbonne International | Network Marketing | Business Development
Arbonne products are a line of high quality, nutritional and skin care products. Arbonne's skin care products, based on botanical principles, became a reality in the United States in 1980 and are now shared throughout the world through Arbonne's network of Independent Consultants. Building on these same founding principles, Arbonne's product line has since.
Sep 2013 - Sep 2023
Personal Trainer | Ceo
Self Employed
Personal wellness and fitness trainer, one on one fitness training and coaching.
Jun 2010 - Jan 2013
Personal Trainer | Class Instructor | Business Development
Personal Trainer at private studio gym in Cheshire, CT.
Apr 2006 - Jun 2010
Investment Manager | Commercial Real Estate | Corporate Liaision
Managed real estate investment portfolio for two offices (Western and Southern US).
Aug 1989 - Jul 2001
Team & coworkers
Colleagues at Edelman Financial Engines
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
JK
Joel Koelpin
Colleague at Edelman Financial EnginesPlano, Texas, United States, United States
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JW
Justin Walter
Colleague at Edelman Financial EnginesRiverside, Missouri, United States, United States
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SP
Shalini Patnaik
Colleague at Edelman Financial EnginesWashington DC-Baltimore Area, United States
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TM
Taraneh Mozaffarian, Cpa, Cfp®
Colleague at Edelman Financial EnginesBellevue, Washington, United States, United States
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AB
Alfonso Burgos
Colleague at Edelman Financial EnginesBoca Raton, Florida, United States, United States
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KS
Kavita Sachdeva
Colleague at Edelman Financial EnginesSugar Land, Texas, United States, United States
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HB
Harry Berman
Colleague at Edelman Financial EnginesHarrisburg, Pennsylvania, United States, United States
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KH
Kimberly Hartman
Colleague at Edelman Financial EnginesJoppa, Maryland, United States, United States
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GR
Greg Ricks
Colleague at Edelman Financial EnginesYork, Pennsylvania, United States, United States
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GJ
Gabriela James, Crpc®
Colleague at Edelman Financial EnginesFairfax, Virginia, United States, United States
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Joel Koelpin
Colleague at Edelman Financial EnginesPlano, Texas, United States, United States
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JW
Justin Walter
Colleague at Edelman Financial EnginesRiverside, Missouri, United States, United States
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SP
Shalini Patnaik
Colleague at Edelman Financial EnginesWashington DC-Baltimore Area, United States
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TM
Taraneh Mozaffarian, Cpa, Cfp®
Colleague at Edelman Financial EnginesBellevue, Washington, United States, United States
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AB
Alfonso Burgos
Colleague at Edelman Financial EnginesBoca Raton, Florida, United States, United States
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KS
Kavita Sachdeva
Colleague at Edelman Financial EnginesSugar Land, Texas, United States, United States
View →
HB
Harry Berman
Colleague at Edelman Financial EnginesHarrisburg, Pennsylvania, United States, United States
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KH
Kimberly Hartman
Colleague at Edelman Financial EnginesJoppa, Maryland, United States, United States
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GR
Greg Ricks
Colleague at Edelman Financial EnginesYork, Pennsylvania, United States, United States
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GJ
Gabriela James, Crpc®
Colleague at Edelman Financial EnginesFairfax, Virginia, United States, United States
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3 education records
Cheryl Thomas education
Bachelor'S Degree, Legal Studies, General
Certification, Personal Training; Kickbox Instructor
Affaa
Associate'S Degree, Legal Studies, General
FAQ
Frequently asked questions about Cheryl Thomas
Quick answers generated from the profile data available on this page.
What company does Cheryl Thomas work for?
Cheryl Thomas works for Edelman Financial Engines.
What is Cheryl Thomas's role at Edelman Financial Engines?
Cheryl Thomas is listed as Exexutive Client Service Associate at Edelman Financial Engines.
Where is Cheryl Thomas based?
Cheryl Thomas is based in Cheshire, Connecticut, United States while working with Edelman Financial Engines.
What companies has Cheryl Thomas worked for?
Cheryl Thomas has worked for Edelman Financial Engines, Cheryl'S Cookie House, Morrissey Wealth Management, Arbonne International Llc, and Self Employed.
Who are Cheryl Thomas's colleagues at Edelman Financial Engines?
Cheryl Thomas's colleagues at Edelman Financial Engines include Joel Koelpin, Justin Walter, Shalini Patnaik, Taraneh Mozaffarian, Cpa, Cfp®, and Alfonso Burgos.
How can I contact Cheryl Thomas?
You can use AeroLeads to view verified contact signals for Cheryl Thomas at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.
What schools did Cheryl Thomas attend?
Cheryl Thomas holds Bachelor'S Degree, Legal Studies, General from Quinnipiac University.
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