Client Service Manager
Current
Oct 2023 - Present
AeroLeads people directory · profile
Sherry Macgregor Email & Phone Number
Relationship Building | Problem-Solving | Customer Service | Risk Assessment | Consumer Lending | Mortgage Underwriting | Credit Analyst
at
Annex Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Building | Problem-Solving | Customer Service | Risk Assessment | Consumer Lending | Mortgage Underwriting | Credit Analyst
Location
Waukesha, Wisconsin, United States
Who is Sherry Macgregor? Overview
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Quick answer
Sherry Macgregor is listed as Relationship Building | Problem-Solving | Customer Service | Risk Assessment | Consumer Lending | Mortgage Underwriting | Credit Analyst at Annex Wealth Management, based in Waukesha, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Sherry Macgregor.
Sherry Macgregor previously worked as Client Service Manager at Annex Wealth Management and Mortgage Underwriter at Jpmorgan Chase & Co.. Sherry Macgregor holds Bachelor Of Arts - Ba, Business Communication from University Of Wisconsin-Eau Claire.
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Email format at Annex Wealth Management
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Annex Wealth Management
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Profile bio
About Sherry Macgregor
Experienced professional in the financial industry with strong organizational skills and ability to focus on details and accuracy. Background in consumer and mortgage lending as well as personal banking. My focus is on providing positive customer experiences as well as maintaining accurate records. I am solution oriented: with client services, daily and long term tasks, and working as a member of a productive team. I form and maintain relationships with clients and other professionals, creating an environment of customer satisfaction.
Current workplace
Sherry Macgregor's current company
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4 roles
Sherry Macgregor work experience
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Mortgage Underwriter
Apr 2020 - Apr 2023
Home Equity Underwriter
Jan 2012 - Apr 2020
Personal Banker
Worked in a branch as a Personal Banker and Sales and Service Associate
Jun 1995 - Mar 2012
1 education record
Sherry Macgregor education
FAQ
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What company does Sherry Macgregor work for?
Sherry Macgregor works for Annex Wealth Management.
What is Sherry Macgregor's role at Annex Wealth Management?
Sherry Macgregor is listed as Relationship Building | Problem-Solving | Customer Service | Risk Assessment | Consumer Lending | Mortgage Underwriting | Credit Analyst at Annex Wealth Management.
Where is Sherry Macgregor based?
Sherry Macgregor is based in Waukesha, Wisconsin, United States while working with Annex Wealth Management.
What companies has Sherry Macgregor worked for?
Sherry Macgregor has worked for Annex Wealth Management and Jpmorgan Chase & Co..
How can I contact Sherry Macgregor?
You can use AeroLeads to view verified contact signals for Sherry Macgregor at Annex Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Sherry Macgregor attend?
Sherry Macgregor holds Bachelor Of Arts - Ba, Business Communication from University Of Wisconsin-Eau Claire.
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