Sherri Lancaster Email and Phone Number
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A former educator with over twenty years of experience in the Wealth Management industry. Registered Operations Manager/Client Service Manager - constantly evolving role where I may assist clients, place trades, move money, facilitate transfers, help clients with paperwork, service brokerage, annuity, and insurance accounts, onboard clients, run client billing, work business to business, office management, illustrations, administrative, and anything else needed to help our hybrid RIA practice run more smoothly. I maintain series 7, 63, and insurance licenses.Prior positions:Financial Representative - Fidelity InvestmentsParaplanner - Ameriprise Financial.Wells Real Estate FundsBegan at Wells as an Executive Assistant. Was promoted to Account Executive and then promoted again to Key Account Executive. Obtained Securities licensing for latter two positions at Wells.Core responsibilities in last position with Wells included developing strong relationships with key clients and internal stake holders to implement strategies that maximize brand awareness and delivered key messages through various marketing channels. Acted as a trusted consultant by using market expertise and product knowledge to match needs with products and services. Recognized by management and peers alike for ability to successfully grow accounts in the banking channel-each by 20% to as much as over 300%.Formerly Mathematics Teacher for Middle and High School level (4 years teaching experience various employers)Have unique ability to connect with clients, learn quickly, adapt seamlessly to various situations, and hit the ground running. Broad skill set from being a former Mathematics teacher and segueing to administration working with C level executives to acquiring securities and insurance licenses and working in account relationship management, client service, and operations with over 20 years of Operations/Wealth Management experience allowing me to be a “can do” independent worker, but have also been recognized for working well collaboratively on teams.Specialties: Relationship and account management, excellent client service, operations, training, trading, administration, relationship building, working with busy C level executives and High Net Worth Clients, Word, PowerPoint, Excel, CRM, Custodian Platform, Asset Aggregation, and other software,.
Satovsky Asset Management
View- Website:
- satovsky.com
- Employees:
- 9
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Client Service ManagerSatovsky Asset Management Jul 2024 - PresentNew York, New York, United StatesClient focused, team-oriented collaborator specializing in servicing clients at our boutique NY city-based firm focused on hyper-personalized wealth management. Satovsky Asset Management is an RIA wealth management firm founded in 2007 offering a level of alignment and personalized service that extends beyond a traditional wealth advisory relationship. We treat our clients as family, maintain the utmost commitment to the highest standard of fiduciary duty and, unlike other firms, take your financial success personally.In my role, I work on a range of things including but not exclusive to:• Building & maintaining relationships w clients with emphasis on white glove service• Independently hold meetings w established clients to gather & clarify information• Acct service issues resolution from A to Z – assisting clients & team members ensuring timely & accurate response to inquiries• Opening new accts/onboarding• Transferring assets/processing rollovers• Cash mgmt/money movements• CRM data integrity, adding notes, updates, tasks, & general maintenance• Annuity appointment/illustrations/exchanges• Interviewing, training & managing new client service hires• Quarterly/Annual Reviews for CSAs• Creating & continuously improving upon processes/procedures• Monitoring adoption of above & adherence by team• Special Projects: Compliance, RMDs, Workflows, etc.• Trouble shooting/addressing escalated Issues• Reassign or divvy tasks, cover for team members who are out• Proactive outreach to clients & advisors on time sensitive activities (e.g., RMDs)• Assume ownership of inquiries & requests; communicate w internal dept's to ensure clients’ expectations for timely svc delivery are met• Educate clients on acct services, capabilities, & new technology• Assist w various documentation reqmts for new business• Assist in executing trades for clients as needed/back up to trading team
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Client Relationship/Licensed Operations ManagerSugarloaf Wealth Management, Llc May 2012 - Jul 2024Duluth, GaI work at a Wealth Management firm with multiple amazing advisors who help their clients with anything from retirement planning to estate planning and everything in between.I basically assist the advisors in taking care of their clients. I might place trades for clients, move money, facilitate transfers, on-board clients and advisors, service annuity, brokerage, or insurance accounts, coordinate ad hoc projects, run billing, and anything else needed to help our successful RIA run smoothly. -
Financial RepresentativeFidelity Investments Aug 2010 - Nov 2011Have taken on this operational role to hopefully move up quickly to the Private Client Specialist position working with high net work clients in a relationship management capacity similar to past roles I have enjoyed. In this role, I act as first point of contact in branch and provide exceptional serviceIntroduce prospects to the full array of Fidelity products and servicesProvide Fidelity customers with account information, move money, place trades, etc.Listen for opportunities to engage the customers in additional business and guide the client or prospect on how Fidelity can be of serviceUse on-line resources to capture/provide appropriate customer dataFacilitate timely, accurate & efficient mutual fund and equity transactionsWork with all branch employees as a member of the teamTransaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenanceOutgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filingFacilitate point of contact resolution of priority requests & customer problemsServe as quality control point to ascertain that all paperwork, policy & procedures for customer requests have been adhered to in accordance with all compliance requirementsCustomer literature inventory mngmt., office supplies Inventory ManagementSeminar PreparationWork closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests -
Registered Support Assistant/Admin. Coordinator/ParaplannerAmeriprise Financial Services Jan 2009 - Nov 2010Atlanta Buckhead AreaI worked with three experienced advisors who came over to Ameriprise from another Financial Institution. After helping them move their book of business over and managing all of the customer service and paperwork to achieve that onboarding, I helped them place trades, build portfolios, bond and equity ladders, create financial plans, manage their calendars and events, and pretty much anything else that helped the advisors to serve the clients with excellence. -
Executive Assistant/Key Account ExecutiveWells Real Estate Funds Sep 2003 - Nov 2008Began at Wells as Executive Assistant before being promoted to Account Executive prior to my departure in November 2008.Myself & several of my colleagues left due to Wells dissolving our department.Exec. Assistant-•Supported VP, Broker/Dealer (B/D) Relations department & team with administrative needs •Made domestic & international travel arrangements for VP & guests/creating and maintaining correspondence and files for B/D dept.•Requested literature & made notations in CRM database; submitted/maintained educational class approvals•Executed internet research for VP within established parameters related to B/D; maintained departmental databases; took meeting notes, ordered office supplies for dept.•Ran queries in CRM/Siebel & Sales Reports in Discoverer, maintained data integrity, updated data regularly •Kept VP’s calendar & answered VP’s direct line•Acted as liaison on behalf of VP,both internally & externally, when appropriate; assisted the B/D Relations team with any duties necessary to ensure seamless operations & continued success for the companyAccount Executive -Responsible for developing relationships & implementing strategies to increase the sales & penetration within assigned accounts in the banking channel. Primary liaison for all B/D accounts. Built & developed relationships with B/Ds through regular contact, home office visits, planning sessions, conference calls & written updates. Managed relationships with Sr. Mngmt., key contacts & other departments, including marketing, due diligence, compliance & operations contacts, within the B/D to resolve outstanding issues. Gained a comprehensive knowledge of each B/D’s processes & procedures to better align & partner on joint initiatives. Coordinated & attended B/D conferences nationwide & provided product promotion & coordinated educational training sessions at events. Increased sales & penetration in each account I managed by a minimum of 20%; over 300% in one b/d -
Sr. Division Administrator (Exec. Asst.)/Purchasing CoordinatorNac International Aug 2001 - Sep 2003Performed wide variety of responsibilities ranging from supporting the Sr. Executive VP, Human Resources to sending purchase requests and orders in to vendors as a Purchasing Coordinator. As the company downsized after 9/11, I was able to adapt to a multitude of roles and wear many hats with progressively more responsibility. Assisted in planning and execution of company events and charities, such as the Annual Toys for Tots fundraiser, and tracked all departmental expenses. Entrusted and kept sensitive company information confidential and assisted the Human Resources and Purchasing Departments in anything needed to keep them running smoothly -Acted as liaison between HR and other departments on behalf of the Sr. Exec. VP.-Made travel arrangements for Sr. Exec. VP and interviewees; answered telephone & handled issues, when appropriate, on the Sr. Exec. VP’s behalf.-Managed legal document files & helped Sr. Exec. VP using document comparison software to identify contract changes -
Sr. Division AdministratorNac International 2001 - 2003
Sherri Lancaster Skills
Sherri Lancaster Education Details
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Mathematics/Education -
Education -
Education-Mathematics
Frequently Asked Questions about Sherri Lancaster
What company does Sherri Lancaster work for?
Sherri Lancaster works for Satovsky Asset Management
What is Sherri Lancaster's role at the current company?
Sherri Lancaster's current role is Licensed Financial Professional with over 20 years of Client Service and Operations Experience.
What is Sherri Lancaster's email address?
Sherri Lancaster's email address is ar****@****hoo.com
What is Sherri Lancaster's direct phone number?
Sherri Lancaster's direct phone number is +177098*****
What schools did Sherri Lancaster attend?
Sherri Lancaster attended University Of Florida, Augusta State University, University Of Florida.
What are some of Sherri Lancaster's interests?
Sherri Lancaster has interest in Go To Country Music Concerts, Spend Time With Friends, Read, Environment, Walk, Education, Go To Festivals, Catch Up On My Dvr'ed Shows, Disaster And Humanitarian Relief, Human Rights.
What skills is Sherri Lancaster known for?
Sherri Lancaster has skills like Management, Investments, Training, Series 7, Crm, Marketing, Portfolio Management, Sales, Mutual Funds, Finance, Microsoft Excel, Financial Analysis.
Who are Sherri Lancaster's colleagues?
Sherri Lancaster's colleagues are Jonathan Satovsky.
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