Cheryl Thomas

Cheryl Thomas Email and Phone Number

Executive Client Service Associate - Edelman Financial Engines @ Edelman Financial Engines
sunnyvale, california, united states
Cheryl Thomas's Location
Cheshire, Connecticut, United States, United States
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 Details
Edelman Financial Engines

Edelman Financial Engines

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Executive Client Service Associate - Edelman Financial Engines
sunnyvale, california, united states
Employees:
1029
Cheryl Thomas Work Experience Details
  • Edelman Financial Engines
    Exexutive Client Service Associate
    Edelman Financial Engines Jun 2024 - Present
  • Cheryl'S Cookie House
    Ceo | Head Baker
    Cheryl'S Cookie House Oct 2005 - Present
    Cheshire, Ct
    I bake delicious traditional cookies, pies, breads and cakes to help celebrate holidays and special events in peoples' lives.
  • Morrissey Wealth Management
    Senior Client Service Associate | New Client Onboarding | Office Efficiency Manager
    Morrissey Wealth Management Mar 2017 - Jun 2024
    North Haven Ct
    - 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.
  • Arbonne International Llc
    Executive District Manager, Arbonne International | Network Marketing | Business Development
    Arbonne International Llc Sep 2013 - Sep 2023
    Cheshire, Ct
    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!
  • Self Employed
    Personal Trainer | Ceo
    Self Employed Jun 2010 - Jan 2013
    Personal wellness and fitness trainer, one on one fitness training and coaching.
  • Bergamo'S Personal Training
    Personal Trainer | Class Instructor | Business Development
    Bergamo'S Personal Training Apr 2006 - Jun 2010
    Cheshire, Ct
    Personal Trainer at private studio gym in Cheshire, CT.
  • Travelers
    Investment Manager | Commercial Real Estate | Corporate Liaision
    Travelers Aug 1989 - Jul 2001
    Hartford County, Connecticut, United States
    Managed real estate investment portfolio for two offices (Western and Southern US).

Cheryl Thomas Education Details

Frequently Asked Questions about Cheryl Thomas

What company does Cheryl Thomas work for?

Cheryl Thomas works for Edelman Financial Engines

What is Cheryl Thomas's role at the current company?

Cheryl Thomas's current role is Executive Client Service Associate - Edelman Financial Engines.

What schools did Cheryl Thomas attend?

Cheryl Thomas attended Quinnipiac University, Affaa, Post University.

Who are Cheryl Thomas's colleagues?

Cheryl Thomas's colleagues are Kristin Marouchoc, Santhosh L., Anne Curley, Ashley Kremhelmer, Josh Andreasen, Cfp® Crpc®, Steve Maslowsky, Kelsey Simpson, Mba.

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