Sherry Clarke Email & Phone Number

Eagle Mountain, Ut, Us

Eagle Mountain, Utah, United States

• Prepare client accounting records by compiling and analyzing account information• Reconcile company's financial records to help ensure accuracy of financial statements • Study financial trends to determine future business needs • Document financial transaction details and monitor the transactions• Prepare and file financial documents• Process accounts payable and accounts receivable• Fact-check accounting data• Assess clients’ financial health through one-on-one coaching• Develop a tailored set of recommendations to help clients improve their financial position and pursue their goals• Research financial products, consumer rights, and resources on an ongoing basis

South Jordan, Utah, United States

Meet with clients to discuss their financial goalsExplain to potential clients the types of financial services they provideEducate clients and answer questions about investment options and potential risksRecommend investments to clients or select investments on their behalfHelp clients plan for specific circumstances, such as education or retirementMonitor clients’ accounts and determine if changes are needed to improve financial performance or to accommodate life changes, such as getting married or having childrenResearch investment opportunities

Salt Lake City, Utah, United States

• Gather and analyze financial data to assess a new or existing loan applicant's creditworthiness • Perform cash flow analysis of businesses using Abrigo-Sageworks and Microsoft Office Suite to determine the risk involved in extending credit • Determine financial ratios for financial institutions to assess degrees of risks involved when providing loans and credit to borrowers • Ensure compliance with lending protocols and review proposals • Respond to inquiries from customers • Perform basic Teller transactions

Salt Lake City, Utah, United States

• Work directly with client services teams in the Global Market Division to process asset transfer requests• Investigate to find answers to client queries and solutions for issues that arise daily• Investigate exceptions in internal books and records to identify resolution, and escalate issues as they arise• Work closely with Treasury Operations on cash settlement to minimize settlement delays for the client• Analyze and improve processes and procedures for reducing risk and eliminating the repetitive effort• Help influence client behavior to achieve superior operational and client service outcomes

Missoula, Montana Area

• Recruit, hire, train and supervise other employees to clean large houses• Exercise attention to detail in order to complete cleaning and communicate problems/issues to clients • Perform heavy cleaning duties such as wash walls, clean glass, vacuum, sweep, and mop floors

Hamilton, Montana

Murray, Utah

• Spearhead a variety of projects including healthcare economic analysis and consumer/provider market identification• Shadow managers and directors within the department and actively participated in various meetings

Pinesdale, Montana

• Organize, plan, and present lessons to four math classes• Grade assignments, tests, and enter grades into the computer program• Generate GPA's and collect information on how the classes do as a whole• Work one-on-one with students who struggle and communicate with them and their parents on how they can do better

Bachelor Of Arts - Ba, Economics

Bachelor Of Science - Bs, Finance

Associate Of Arts - Aa, Finance, General