Sherri Chaney Email and Phone Number
Sherri Chaney work email
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Sherri Chaney personal email
Sherri Chaney phone numbers
Experienced professional with over thirty year career in banking, brokerage services, and trust administration & operations • Excels at interfacing with others at all levels to ensure organizational goals are attained • Possess excellent interpersonal, analytical, and organizational skills • An effective manager with the skills necessary to direct, train, and motivate staff to its fullest potential.Certified Trust Financial Advisor (CTFA)Certified Securities Operations Professional (CSOP)Regiestered Securities Representative FINRA (Series 7 & 63)Life & Health Insurance Licenses (Indiana)Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Appleseed Wealth Management
View- Website:
- appleseedwealth.com
- Employees:
- 3
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Vice President And Senior Wealth ManagerAppleseed Wealth ManagementFort Wayne, In, Us
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Vice President & Wealth ManagerFirst Merchants Corporation May 2003 - Present855 Webster St, Fort Wayne, In 46802(formally iAB Finamcial Bank & Grabill Bank) -
Brokerage Sales AssistantFirst Merchants Investment Services May 2003 - Present855 Webster St, Fort Wayne, In 46802
Sherri Chaney Skills
Sherri Chaney Education Details
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Organizational Leadership
Frequently Asked Questions about Sherri Chaney
What company does Sherri Chaney work for?
Sherri Chaney works for Appleseed Wealth Management
What is Sherri Chaney's role at the current company?
Sherri Chaney's current role is Vice President and Senior Wealth Manager.
What is Sherri Chaney's email address?
Sherri Chaney's email address is sh****@****msn.com
What is Sherri Chaney's direct phone number?
Sherri Chaney's direct phone number is +126043*****
What schools did Sherri Chaney attend?
Sherri Chaney attended Purdue University.
What skills is Sherri Chaney known for?
Sherri Chaney has skills like Trust Management, Trust Services, Estate Settlement, Wealth Management, Trusts, Wealth Transfer Planning, Wealth, Investments, Mutual Funds, Retirement Planning, Real Estate, Banking.
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