Sherry Miller

Sherry Miller Email and Phone Number

Director of Operations at Shepherd Wealth & Retirement @ Shepherd Wealth & Retirement
tucson, arizona, united states
Sherry Miller's Location
Tucson, Arizona, United States, United States
Sherry Miller's Contact Details

Sherry Miller personal email

n/a
About Sherry Miller

Experienced Director Of Operations with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Insurance, Microsoft Excel, and Customer Service. Strong operations professional graduated from University of Phoenix. Sherry has been serving clients since 1995. She holds a B.S. in Business Administration from the University of Phoenix and a Series 65 license. Sherry enjoys spending time with her husband, Sheldon, and their daughters, Amber and Cheyenne. Outside of the office, she likes to go camping, fishing, and walking. Investment Advice offered through Shepherd Wealth & Retirement, LLC, a registered investment adviser. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.

Sherry Miller's Current Company Details
Shepherd Wealth & Retirement

Shepherd Wealth & Retirement

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Director of Operations at Shepherd Wealth & Retirement
tucson, arizona, united states
Employees:
4
Sherry Miller Work Experience Details
  • Shepherd Wealth & Retirement
    Director Of Operations
    Shepherd Wealth & Retirement Jan 2015 - Present
    Tucson, Arizona Area
    As Director of Operations, Sherry oversees the daily operations that take place in the company. Investment Advice offered through Shepherd Wealth & Retirement, LLC, a registered investment adviser. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.
  • Shepherd Wealth & Retirement
    Executive Client Service Assistant
    Shepherd Wealth & Retirement Sep 1995 - Jan 2015
    Tucson, Arizona Area
    I am responsible for most Client Service around the office. This varies from opening new accounts, to updating beneficiaries to setting up distributions.Investment Advice offered through Shepherd Wealth & Retirement, LLC, a registered investment adviser. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.

Sherry Miller Skills

Insurance Microsoft Excel Customer Service Microsoft Office Investments Microsoft Word Powerpoint Fixed Income Securities

Sherry Miller Education Details

Frequently Asked Questions about Sherry Miller

What company does Sherry Miller work for?

Sherry Miller works for Shepherd Wealth & Retirement

What is Sherry Miller's role at the current company?

Sherry Miller's current role is Director of Operations at Shepherd Wealth & Retirement.

What is Sherry Miller's email address?

Sherry Miller's email address is sh****@****lth.com

What schools did Sherry Miller attend?

Sherry Miller attended University Of Phoenix, Sahuaro High School.

What are some of Sherry Miller's interests?

Sherry Miller has interest in Biking, Camping, My Kids.

What skills is Sherry Miller known for?

Sherry Miller has skills like Insurance, Microsoft Excel, Customer Service, Microsoft Office, Investments, Microsoft Word, Powerpoint, Fixed Income, Securities.

Who are Sherry Miller's colleagues?

Sherry Miller's colleagues are David W. Shepherd Jr., Gioia Larman.

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