Sherry Preston
Phoenix
Summary
Dedicated professional with expertise in participant engagement and regulatory compliance. Proven ability to manage complex retirement portfolios and deliver tailored solutions to enhance customer satisfaction.
Overview
31
31
years of professional experience
Work History
Rep Retirement - Registered
Empower Retirement Through Acquisition of MassMutual
Phoenix, AZ
02.2015 - Current
- Manage participant inquiries and provide tailored retirement solutions enhancing customer satisfaction and plan retention.
- Conduct thorough plan reviews, ensuring compliance with regulatory requirements and internal policies.
- Collaborate with cross-functional teams to improve service delivery efficiency.
- Fostering knowledge, sharing and skill development through participation within team meetings.
- Provide high level of service and assistance to participants in recognizing opportunities to consolidate prior retirement assets into current retirement plan.
Sales Representative
Town & Country Advertising
Scottsdale, AZ
09.2013 - 11.2014
- Execute targeted marketing campaigns though outbound calls to businesses to fill ad space in local newspaper and drive new sales growth.
Contractor Regulatory Specialist
Fortira / AMEX
Phoenix, AZ
06.2012 - 02.2013
- Document testing for implementation, prepare rule and form filings to state regulatory agencies.
Contractor Tax Specialist
Adecco / Charles Schwab
Phoenix, AZ
09.2011 - 01.2012
- Analyze tax reporting information for accuracy regarding Country of incorporation, if tax treaty applicable benefits in tax calculations.
- Ensure compliance with documentary evidence procedures and W-8ben recertification Process.
Property Marketing Specialist
Prudential Relocation Inc.
Scottsdale, AZ
01.2006 - 07.2010
- Develop and execute marketing strategies to market sale of real estate assets.
- Analyzed market trends to recommend list price, execute sales contracts, record sales data.
- Manage costs and limit write-offs.
- Function both independently as well as a team member.
Loan Processor
Adecco / Wells Fargo
Phoenix, AZ
09.2005 - 01.2006
- Review title /abstracts for accuracy and completeness, minimizing errors in submissions.
- Coordinate document preparation for 2nd home equity loans for underwriter review.
Trust Officer
Bank of America Trust R/E
Phoenix, AZ
07.1995 - 08.2005
- Manage complex trust portfolios, ensuring compliance with legal and regulatory requirements.
- Collaborate with clients to develop personalized estate planning strategies.
- Conduct detailed asset valuations to inform trust administration decisions.
- Develop marketing plan, negotiate and execute contracts to drive trust revenue from sales.
Education
High School Diploma - Business Management
Maricopa Community Colleges, Phoenix College
Phoenix, AZBachelor of Science - Integrative Studies
ASU West
Glendale, AZAZ Broker's License AB51847000
AZ School of Real Estate
Scottsdale, AZNo Degree - Series 6 & 63
FINRA Licensed CRD#
Phoenix, AZSkills
- Excellent Participant Surveys between 422 to 500
- Exhibit Strong Soft Skillset QA Score 9875%
- Data Proficiency 1 Transactional; 2 Informational and 3 Security Errors in past 12 months
- Self Sufficient Time Management 9409% Adherence
Timeline
Rep Retirement - Registered
Empower Retirement Through Acquisition of MassMutual
02.2015 - Current
Sales Representative
Town & Country Advertising
09.2013 - 11.2014
Contractor Regulatory Specialist
Fortira / AMEX
06.2012 - 02.2013
Contractor Tax Specialist
Adecco / Charles Schwab
09.2011 - 01.2012
Property Marketing Specialist
Prudential Relocation Inc.
01.2006 - 07.2010
Loan Processor
Adecco / Wells Fargo
09.2005 - 01.2006
Trust Officer
Bank of America Trust R/E
07.1995 - 08.2005
High School Diploma - Business Management
Maricopa Community Colleges, Phoenix College
Bachelor of Science - Integrative Studies
ASU West
AZ Broker's License AB51847000
AZ School of Real Estate
No Degree - Series 6 & 63
FINRA Licensed CRD#