Sherri Lancaster Email & Phone Number

New York, New York, United States

Client 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

Duluth, Ga

I 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.

Have 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

Atlanta Buckhead Area

I 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.

Began 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

Performed 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

Mathematics/Education

Ba, Education

Activities and Societies: Dean's list, National Teachers Association

Education-Mathematics