Sherrie Cochran

Vice President and Wealth Management Officer at Southern Michigan Bank & Trust
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President and Wealth Management Officer
      • May 2021 - Present

    • Wealth Management Officer
      • May 2021 - May 2021

      United States

    • United States
    • Banking
    • 400 - 500 Employee
    • Trust Officer
      • Jun 2019 - May 2021

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Client Service Coordinator - Hawthorn
      • Mar 2014 - May 2021

      Lansing, Michigan Area Interact with high net worth clients on a daily basis as well as research and resolve issues they may have. I am the senior client service coordinator for four highly successful people in the fields of trust, wealth strategy and sales and service duties. I perform duties ranging from compilation of reports and presentation materials to actively administrating accounts. My duties sometimes include overseeing all aspects of running a very busy virtual office for people located in various… Show more Interact with high net worth clients on a daily basis as well as research and resolve issues they may have. I am the senior client service coordinator for four highly successful people in the fields of trust, wealth strategy and sales and service duties. I perform duties ranging from compilation of reports and presentation materials to actively administrating accounts. My duties sometimes include overseeing all aspects of running a very busy virtual office for people located in various geographic areas. My computer skills are excellent being well versed in all aspects of the Microsoft Windows Suite and I have learned to be creative and innovative in supporting people who do not sit in the same office as I do.

    • Trust Assistant - Wealth Management
      • Jul 1997 - Mar 2014

      Lansing, Michigan Area Performed all operational duties related to the administration of trusts and estates. I eventually began to administer accounts as well. I am well versed in compliance and regulatory issues involving IRAs.

Education

  • Cornerstone University
    Bachelor of Business Managment (BSM), Business Administration and Management, General
    2013 - 2017
  • Flushing High School
    English Language and Literature, General

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