Cheryl Lutman

Director, Wealth Advisor at Sequoia Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Columbus, US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Director, Wealth Advisor
      • Aug 1998 - Present

      Columbus, Ohio Area The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. AND Third party posts found on this profile do not reflect the views of… Show more The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. AND Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Front Line Manager
      • Jan 1996 - Jul 1998

      Columbus, Ohio Area Responsibilities included hiring, training and supervising all cashiers and store office associates. Review bank deposit procedures, audit check and credit card transactions, research and resolve customer billing inquiries. Verify cash drawer discrepancies. Assist with fraud prevention.

    • Human Resources Assistant
      • Aug 1993 - Jan 1996

      Columbus, Ohio Area Responsibilities included pre-screening all resumes and employment applications. Administer employment testing. Perform background checks and new hire orientations. Prepare and submit payroll using proprietary system. Assist with travel and expense reimbursement for associates. Track vacation and other time off.

    • Store Office Manager
      • Sep 1990 - Aug 1993

      Responsibilities included counting down cash drawers, managing daily deposits, overseeing our proprietary credit card and equipment leasing functions and training and supervising Store Office Clerks

    • Store Office Clerk
      • Mar 1987 - Sep 1990

Education

  • College for Financial Planning
    CFP(R) Professional Education Program
    2001 - 2005
  • The Ohio State University
    BA, Communications
    1982 - 1986

Community

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