Cheryl’s role in the financial industry began in 1999 working in the back office mainly focusing on the life cycle of the producer and supporting the field force. Expertise in both regulatory and state rules & regulations, compliance, process improvement and best practices. Her current role with our firm is to support the team and client servicing.
Prior to Veritas, she was Manager of Agent, Contracting & Licensing (ACL) department at Guardian Life Insurance Company of America for 7 ½ years and Team Lead of Contracts, Licensing & Registration (CL&R) department at Penn Mutual Life Insurance Company for 10 years. Graduated from Temple University, earned a yellow belt with Lean Six Sigma, SILA-F designation and Series 7. Cheryl grew up in Philadelphia, resides locally in Chalfont, PA with her husband and 3 children.
Securities - Series 7