Sherry Tilson

Sherry Tilson Email and Phone Number

Client Services Manager @ ClearCourse Wealth Advisors, Private wealth advisory practice of Ameriprise Fina
Columbus, OH, US
Sherry Tilson's Location
Powell, Ohio, United States, United States
About Sherry Tilson

In my current role, I handle anything and everything client related, as well as, trading operations for my branch. I work well independently and also pride myself in being a valued team member. I thoroughly enjoy working with our clients to satisfy a wide range of requests and constantly strive to improve client service. The relationships I develop with our clients are the most cherished part of my career.In addition to my professional life, I enjoy spending time with my three boys, Conard, Mason, and Asher. I love gardening, interior design, sketching/ painting, reading, cooking, being outdoors and OSU football.

Sherry Tilson's Current Company Details
ClearCourse Wealth Advisors, Private wealth advisory practice of Ameriprise Fina

Clearcourse Wealth Advisors, Private Wealth Advisory Practice Of Ameriprise Fina

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Client Services Manager
Columbus, OH, US
Website:
ameripriseadvisors.com/john.d.curtin
Employees:
7
Sherry Tilson Work Experience Details
  • Clearcourse Wealth Advisors, Private Wealth Advisory Practice Of Ameriprise Fina
    Client Services Manager
    Clearcourse Wealth Advisors, Private Wealth Advisory Practice Of Ameriprise Fina
    Columbus, Oh, Us
    View
  • Worthington Wealth Management
    Client Concierge/ Manager, Administration Oversight
    Worthington Wealth Management May 2021 - Present
    Worthington, Ohio, United States
  • Benjamin F. Edwards & Co.
    Senior Registered Financial Client Associate
    Benjamin F. Edwards & Co. Mar 2012 - Apr 2021
    Columbus, Ohio Area
    Series 66 LicensedSeries 7 Licensed25 Years Investment Related ExperienceDaily Operation of Branch OfficeClient ServiceMaintenance of Client AccountsCorrespondenceBranch ComplianceTradingCashiering
    View
  • Wells Fargo Advisors
    Registered Client Associate/ Senior Account Administrator
    Wells Fargo Advisors Mar 2007 - Mar 2012
    Dublin, Oh
    Series 66 LicensedSeries 7 LicensedClient Correspondence and all Operational issuesMaintenance of Client AccountsTradingInvestment Research & RecommendationsCashiering
    View
  • Mcdonald Financial Group
    Registered Sales Assistant/ Compliance Specialist
    Mcdonald Financial Group May 2001 - Feb 2007
    Columbus, Oh
    Series 7 LicensedOffice Maintenance of Branch Compliance Files within Great Lakes RegionBranch AuditsSales Assistant to 2 Financial AdvisorsCashieringWire OperatorBranch LiasonOffice AdministrationFunds Transfers between Bank & Brokerage
  • Everen Securities/ First Union Securities
    Senior Account Associate
    Everen Securities/ First Union Securities 1997 - 2001
    Dublin, Oh
    Sales Assistant to Branch ManagerTradingBack Up Wire Operator & CashierClient CorrespondenceMaintenance of Client AccountsOffice AdministrationReceptionist

Sherry Tilson Education Details

  • Alabama Southern
    Alabama Southern
    Medicine, Art
  • Monroe County High School
    Monroe County High School
    Ap Curriculum

Frequently Asked Questions about Sherry Tilson

What company does Sherry Tilson work for?

Sherry Tilson works for Clearcourse Wealth Advisors, Private Wealth Advisory Practice Of Ameriprise Fina

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

Sherry Tilson's current role is Client Services Manager.

What schools did Sherry Tilson attend?

Sherry Tilson attended Alabama Southern, Monroe County High School.

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