Cheryl Thomas Email and Phone Number
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.
Edelman Financial Engines
View- Website:
- edelmanfinancialengines.com
- Employees:
- 1029
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Exexutive Client Service AssociateEdelman Financial Engines Jun 2024 - Present -
Ceo | Head BakerCheryl'S Cookie House Oct 2005 - PresentCheshire, CtI bake delicious traditional cookies, pies, breads and cakes to help celebrate holidays and special events in peoples' lives.
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Senior Client Service Associate | New Client Onboarding | Office Efficiency ManagerMorrissey Wealth Management Mar 2017 - Jun 2024North 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. -
Executive District Manager, Arbonne International | Network Marketing | Business DevelopmentArbonne International Llc Sep 2013 - Sep 2023Cheshire, CtArbonne 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 | CeoSelf Employed Jun 2010 - Jan 2013Personal wellness and fitness trainer, one on one fitness training and coaching.
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Personal Trainer | Class Instructor | Business DevelopmentBergamo'S Personal Training Apr 2006 - Jun 2010Cheshire, CtPersonal Trainer at private studio gym in Cheshire, CT. -
Investment Manager | Commercial Real Estate | Corporate LiaisionTravelers Aug 1989 - Jul 2001Hartford County, Connecticut, United StatesManaged real estate investment portfolio for two offices (Western and Southern US).
Cheryl Thomas Education Details
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Legal Studies, General -
AffaaPersonal Training; Kickbox Instructor -
Legal Studies, General
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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