Operations and Client Care Manager
Cheryl’s role is to provide daily administrative support to RCA financial advisors for existing and potential clients. She has operational duties linked to account maintenance, risk management, and marketing and client relations, including but not limited to, opening accounts, generating reports, and accounting duties. Cheryl is responsible for month end and quarter end processes as well as other duties to manage the office. Cheryl also plays an integral part in the planning of all client events.
Cheryl and her husband live in Liberty Township. Cheryl has three adult children that all live in the Cincinnati area.
Education & Professional
AA in Executive Secretarial and Data Entry, Cincinnati State; Certified Professional Secretary and an Ohio Notary Public