Sherrie Cochran
Vice President and Wealth Management Officer at Southern Michigan Bank & Trust- Claim this Profile
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Bio
Experience
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Southern Michigan Bank & Trust
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United States
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Financial Services
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1 - 100 Employee
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Vice President and Wealth Management Officer
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May 2021 - Present
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Wealth Management Officer
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May 2021 - May 2021
United States
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Horizon Bank
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United States
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Banking
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400 - 500 Employee
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Trust Officer
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Jun 2019 - May 2021
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PNC
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United States
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Financial Services
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700 & Above Employee
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Senior Client Service Coordinator - Hawthorn
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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.
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Trust Assistant - Wealth Management
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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.
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Education
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Cornerstone University
Bachelor of Business Managment (BSM), Business Administration and Management, General -
Flushing High School
English Language and Literature, General