Sherry Clarke Email and Phone Number
Sherry Clarke work email
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Sherry Clarke personal email
Sherry Clarke is a Quickbooks Online ProAdvisor, Owner and Bookkeeper at Clarke Financials, LLC.
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Owner, Bookkeeper & Financial CoachClarke Financials, Llc May 2023 - PresentEagle 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
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Financial AdvisorManaged Wealth Financial Jun 2024 - PresentSouth Jordan, Utah, United StatesMeet 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 -
Assistant Vp Loan Officer And Credit AnalystBrighton Bank Oct 2022 - Dec 2023Salt 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 -
Senior Prime Brokerage AnalystGoldman Sachs Mar 2020 - Oct 2022Salt 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 -
House CleanerSelf-Employed May 2014 - Mar 2020Missoula, 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
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In-Home Health Care ProviderSelf-Employed Apr 2018 - Oct 2018Hamilton, Montana
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Provider Development InternSelecthealth Jun 2019 - Aug 2019Murray, 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 -
Mathematics TeacherPines Academy Sep 2014 - May 2015Pinesdale, 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
Sherry Clarke Education Details
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Economics -
The University Of Montana - Missoula CollegeFinance, General
Frequently Asked Questions about Sherry Clarke
What company does Sherry Clarke work for?
Sherry Clarke works for Clarke Financials, Llc
What is Sherry Clarke's role at the current company?
Sherry Clarke's current role is Quickbooks Online ProAdvisor, Owner and Bookkeeper.
What is Sherry Clarke's email address?
Sherry Clarke's email address is sh****@****chs.com
What schools did Sherry Clarke attend?
Sherry Clarke attended University Of Montana, The University Of Montana - College Of Business, The University Of Montana - Missoula College.
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