Cheryl Carreau

WORK HISTORY

EDUCATION

ABOUT CHERYL CARREAU

Served as a Strategic Partner in two Global Wealth Management Firms with over 10 years of experience, bringing organizational change to both MUFG Bank in New York and Union Bank in San Francisco. Won an award for shortening the lengthy approval process through Tokyo called ‘Ringi’s’, keeping all lines of business (LOB) from missing project deadlines and falling behind market trends. Balanced LOB demands for customization with the Bank’s overall long-term strategy throughout Salesforce.com implementation. Drove the mindset shifts in east and west coast Sales Managers from “these clients are credit-worthy and loyal” to “these are the deals that will maximize cross-sell penetration, greater returns, higher rank, and long-term relationship profitability”. Advised managers on how to present their market segment strategy to Senior Executives and Stakeholders. Became FINRA Series 79, Series 63 licensed in 2012. Joined a technology startup in 2019 and tapped into my creative and entrepreneurial spirit. Having been on the other side of a CRM implementation (Salesforce.com) as the Advisor Representative, I was equipped with the knowledge of what Financial Advisors wanted. Certified Executive and Leadership Coach from New York University, and member of the International Coaching Federation (ICF). ACC level accreditation in progress. Master’s Degree in Forensic Psychology, with focus on mental competencies as it relates to the law. This diverse experience and unique education positions for a truly effective team leader, with an appreciation for how behavior drives outcomes and how to leverage those behavioral drivers. Effectively relates to people, influencing them to be change agents, and promoting the mission of the organization. Style includes backbone, heart, and authenticity, eliciting pragmatic results. Communication technique includes active listening, reflection, agreement and ownership. Enter the room knowing there is a solution to every problem, and leave the room with shared actionable insights. Dynamic leadership, business line expertise, financial acumen and engagement skills are brought to the team. Enjoy sailing and skiing, and \"Do It Yourself\" home improvements. Master budgeter and user of Gantt charts at home too. Writer, Solo Traveler, and Dog Lover. Looking forward to connecting with you! “Performance = Potential - Interference\"~ Tim Gallwey, The Inner Game of Work