In her role as the Complex Administrative Manager at Alex. Brown | Raymond James, Cheryl collaborates closely with management, financial advisors, and support staff, ensuring they are equipped with the necessary tools to meet their clients' needs effectively. Recognized as a seasoned team leader, Cheryl maintains a track record of adept multitasking, resourcefulness, organizational prowess, and effective problem-solving. Her negotiation skills, coupled with excellent oral and written communication, further contribute to her impactful leadership, risk management and growth of those under her supervision.

Cheryl embarked on her career with Alex. Brown & Sons in San Francisco in 1986, amassing extensive expertise in diverse operational and regulatory responsibilities. Her proficiency spans creating a service-first mentality while continuing to improve her knowledge base with ongoing education.

Beyond her professional endeavors, Cheryl, alongside her husband Keith, resides in Concord, California, where they share their home with their Black Labrador Retriever, Max. Together, they find joy in both travel and quality time spent with family.

As a licensed California notary public, Cheryl also indulges her passion for buying and selling vintage jewelry during her leisure moments. Additionally, she holds Series 7, 9, 10, and 63 securities licenses, further enriching her financial expertise.