Sherry Freel, CFA®

Experience

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  Winn-Dixie

  Jan 1996 - Jan 1998

  Customer Service Manager

  As a Customer Service Manager, I fostered an environment in which customers enjoyed high levels of service and employees were motivated to deliver top performance. I was responsible for coaching and developing team members, efficiently allocating staff resources, resolving customer issues, building customer relationships and loyalty and supporting upper level management.

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  First Union Bank

  Jan 1998 - Jan 2005

  Global Funds Transfer Analyst

  As a global funds transfer analyst, I directed workflow, supervised and trained employees, handled escalated calls and customer issues, wrote the procedures manual for the outgoing wire transfer function, reconciled wire transfer activity daily with the Fed, ensured domestic and international wires were routed correctly, and remained current on OFAC regulations and bank mergers. While in this role I developed the department’s excel-based reporting tool for tracking employee turn-around time. I also enhanced productivity by revamping the end of day reconciliation process resulting in an 80% time savings. Member of the Suggestion Program Committee Member of the Department Focus Group Show less

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  Wells Fargo

  Jan 2005 - now

  As a portfolio manager for Wells Fargo Private Bank’s Equity Optimization group, I offer tax-sensitive management of equity portfolios modeled after the risk/return characteristics of a selected target equity benchmark or strategy. I invest equity portfolios with calculated steps that consider the quality of the current holdings, gaps and opportunities in investment factor exposures, a client’s individual constraints, and the tax cost of making a trade. 2013 Team Member of the Year Member of the Investment Implementation Council Show less As an investment manager, I proactively contacted clients and co-fiduciaries to set investment objectives and to discuss various investment topics including market conditions and investment performance. I monitored and traded accounts in accordance with the terms of the IPS, applied risk management procedures across my book of accounts, and worked with clients and co-fiduciaries to propose solutions to complex compliance issues. As a member of the Strategy Team (Marketing), I built and maintained several internal websites and updated the modeled portfolio performance reports on a quarterly basis. Show less As a technology specialist supporting corporate and Wells Fargo Securities personnel, I exhibited strong computer skills and an ability to think critically and resolve complex issues in a fast-paced, ever-changing environment. I was responsible for supporting enterprise level technology including: active directory, centrally managed security products, hosted e-mail, domain management, printing and software installation, firewall deployment, virtual machines, Blackberry Enterprise Server, and TCP/IP settings. In this role, I consistently delivered metrics and customer survey scores in an exemplary performance range (30% higher than the team average). Show less

  • Portfolio Manager

    Jan 2012 - now

  • Investment Manager

    Jan 2007 - Jan 2012

  • Portfolio Assistant

    Apr 2007 - Oct 2007

  • Technology Specialist

    Jan 2005 - Jan 2007