Sheryl is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions. Sheryl is an experienced Administrative Assistant with over 25 years in the financial services industry. Prior to joining LPL, she worked for AIG and UBS. She has specialized in operations, management, compliance, licensing and contracting, office administration.
training, and tax preparation. She joined LPL in 2018 to apply her experience working with advisors in the Admin Solutions Program.

Education and licensing
Sheryl graduated from the University of Colorado with a Bachelor of Arts degree in Psychology and Art History. She held a California Life and Health insurance license for 17 years.
*Please note that activities requiring FINRA registrations are not in scope.

Personal information
Sheryl was born and raised in La Jolla, California, before moving to Boulder, Colorado where she completed high school and college. She loves to travel the world and spends two weeks each year in Palm Springs and Palm Desert. She is an active volunteer for Promises2Kids San Diego Center for Children, Polinsky Children’s Center, Camp Connect, Guardian Scholars, and Foster Funds.

As your Administrative Consultant, I will partner with you to:

•  Apply my knowledge and training in LPL's proprietary software including ClientWorks, Account
  View, and Move Money.
• Manage standard account activity, prepare and process new account paperwork and oversee reporting, maintenance, transfers, and cash management of existing accounts, Client RMDs, and Direct Business accounts.
• Assist with any ClientWorks notifications and other high priority issues.
• Help your clients with the setup and questions surrounding the AccountView tool.
• Assist with ClientWorks account or household cleanup, CRM maintenance, or other project work on
  an as-needed basis.
• Schedule appointments, manage your calendar, maintain client correspondence, and assist in
  meeting preparation.

About LPL Financial
LPL Financial is the nation’s largest independent broker/dealer*, offering an array
of tools and resources for financial advisors.