Cheryl Thomas Email & Phone Number
Who is Cheryl Thomas? Overview
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Cheryl Thomas is listed as Exexutive Client Service Associate at Edelman Financial Engines, a 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.
Email format at Edelman Financial Engines
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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.
Cheryl Thomas's current company
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Cheryl Thomas work experience
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Ceo | Head Baker
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 contact for all clients and potential clients.- Proficiently manage CRM; developed campaigns for lead follow-up, consultations and client meetings.- Demonstrate responsive, professional, and compassionate customer service.- Continuously prioritize and re-prioritize work flows to efficiently meet this needs of clients and the office in a quick changing environment.- Research new platforms to enhance office workflow.- Manage day-to-day administrative duties of the office and active office calendar.- Social Media marketing.
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 grown to include both inner and outer health and beauty products that are unparalleled in quality, safety, value, benefits and results!
Personal Trainer | Ceo
Personal wellness and fitness trainer, one on one fitness training and coaching.
Personal Trainer | Class Instructor | Business Development
Personal Trainer at private studio gym in Cheshire, CT.
Investment Manager | Commercial Real Estate | Corporate Liaision
Managed real estate investment portfolio for two offices (Western and Southern US).
Colleagues at Edelman Financial Engines
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
Suzanne Clark
Colleague at Edelman Financial EnginesCharleston, South Carolina Metropolitan Area, United States
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LK
Luke Knox
Colleague at Edelman Financial EnginesDallas-Fort Worth Metroplex, United States
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HB
Harry Berman
Colleague at Edelman Financial EnginesHarrisburg, Pennsylvania, United States
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KM
Kelly M. Lewis, Cfp®, Jd, Llm
Colleague at Edelman Financial EnginesElmira-Corning Area, United States
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JB
Jane Baker Lang, Cfp®
Colleague at Edelman Financial EnginesSan Francisco Bay Area, United States
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CS
Carl Sanger
Colleague at Edelman Financial EnginesUnited States
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PM
Perry Mirocha
Colleague at Edelman Financial EnginesGreater Chicago Area, United States
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HH
Heath Hanchey
Colleague at Edelman Financial EnginesGreater Phoenix Area, United States
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RC
Robert Choy, Cpwa®, Cfp®
Colleague at Edelman Financial EnginesSanta Clara, California, United States
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CH
Curtis Hagner
Colleague at Edelman Financial EnginesSanta Clara, California, United States
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Cheryl Thomas education
Bachelor'S Degree, Legal Studies, General
Certification, Personal Training; Kickbox Instructor
Associate'S Degree, Legal Studies, General
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 Suzanne Clark, Luke Knox, Harry Berman, Kelly M. Lewis, Cfp®, Jd, Llm, and Jane Baker Lang, Cfp®.
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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