Sheryl Watson
Senior Operations Manager at Creative Planning, LLC
- Role
- Senior Operations Manager at Creative Planning
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Sheryl Watson
Sheryl Watson is a Senior Operations Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages over $125 billion for clients in all 50 states and 2 territories.SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities
Experience
Senior Operations Manager
Aug 2023 — Present · US
Education
Johnson County Community College
Associate of Arts and Sciences (AAS), Interior Design
2003 — 2005
Avila University
Bachelor of Business Administration (B.B.A.), Marketing
2005 — 2008
Skills
- Credit Cards
- Cross Selling
- Relationship Management
- Financial Services
- Credit
- Business Development
- Loan Origination
- Treasury Services
- Commercial Lending
- Business Relationship Management
- Leadership
- Lines of Credit
- Loans
- Finance
- Consumer Lending
- Banking
- Treasury Management
- Risk Management
- Retail Banking
- Customer Service
- Small Business Lending
- Commercial Banking
- Refinance
- Sales
- Treasury Sales
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