Cheryl Carreau Email & Phone Number

I’d like to help your company exceed revenue expectations in achieving its goals. Relocation to one of your main hubs is a welcomed option.Prior to navigating the fintech startup space, I served as a VP in two global wealth management firms, bringing organizational change and lasting relationships. I possess exceptional client-facing skills which have been a constant throughout my career in driving strategic business initiatives. I communicate effectively with internal and external stakeholders because of how in tune I am with their needs and the ways they want to be supported. This has allowed me to develop programs on the east and west coasts that achieve results, enhance the client experience, and maximize engagement, adoption, and productivity.Having worked in financial services for two decades, I thrived on designing tailored initiatives that support financial advisors and their practice. From building long-term fruitful relationships to expanding their financial solutions, I helped FA’s navigate the changing industry landscape to scale and grow their business, whether RIA (Independent), Broker/Dealer, or Commercial Lending. Most recent accomplishment - I spearheaded the firm and advisor onboarding program for an innovative lending and banking SaaS platform. I built the program from scratch, marrying technology, marketing, training, and operations in one cohesive and exemplary package that elevates the customer journey.What sets me apart - my ability to seamlessly blend strategic vision with empathetic leadership. I have a passion for lifting others up, an adaptable nature, a toolbox of organizational and time management skills, and an innate ability to discern real problems from background noise. The qualities that define me - a keen sense of self-awareness, accountability, and a genuine passion for diversity.PMP Certification in progress. Certified Executive and Leadership Coach from New York University, and member of the International Coaching Federation (ICF). Master’s degree educated. I enjoy sailing and skiing, and "Do It Yourself" home improvements. Master budgeter, organizer, writer, solo traveler, and dog lover. Looking forward to connecting with you!“What got you here won’t get you there.” – Marshall Goldsmith, Master Coach promoting continuous growth and evolving strategies

Listed skills include Microsoft Office, Risk Management, Microsoft Excel, Project Management, and 47 others.