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Sherrie Kerr

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Sherrie Kerr

SVP Director of Operations & Supervision | Steward Partners

Portland, Oregon, United States

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Sherrie Kerr

Summary

Sherrie Kerr is an accomplished operations leader with extensive experience in the financial services sector. Currently serving as the SVP Director of Operations at Steward Partners Global Advisory, she has a strong track record in leadership and risk management. Sherrie's career began at Smith Barney, where she honed her skills in managing operations for a large financial firm. Over the years, she has held significant roles in various organizations, including Umpqua Investments, where she was a Vice President and Supervisory Principal. Known for her commitment to excellence and bespoke service, Sherrie is dedicated to delivering comprehensive wealth planning and investment strategies. Her expertise is complemented by her ability to navigate complex regulatory environments. With a passion for mentoring others in the industry, she is also interested in fostering innovation and sustainability within financial practices. Sherrie is based in Portland, Oregon, and continues to influence the financial advisory landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Sherrie Kerr

Work Experience

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SVP Director of Operations & Supervision at

Steward Partners

April 2021 - Present

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Vice President - Supervisory Principal at

Steward Partners Investment Solutions, Llc

April 2009 - April 2021

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VP Operations Manager at

SMITH BARNEY LIMITED

January 1987 - January 2009

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Frequently Asked Questions about Sherrie Kerr

What is Sherrie Kerr email address?

Sherrie Kerr's primary email address is ************@stewardpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Sherrie Kerr work for?

Sherrie Kerr is a SVP Director of Operations & Supervision at Steward Partners, a company specializing in Functions related to depository banking.

How can I directly contact Sherrie Kerr?

To contact Sherrie Kerr directly, you can use the email address ************@stewardpartners.com. Complete contact information is available upon registration with Muraena.

Who is Sherrie Kerr?

Sherrie Kerr is an accomplished operations leader with extensive experience in the financial services sector. Currently serving as the SVP Director of Operations at Steward Partners Global Advisory, she has a strong track record in leadership and risk management. Sherrie's career began at Smith Barney, where she honed her skills in managing operations for a large financial firm. Over the years, she has held significant roles in various organizations, including Umpqua Investments, where she was a Vice President and Supervisory Principal. Known for her commitment to excellence and bespoke service, Sherrie is dedicated to delivering comprehensive wealth planning and investment strategies. Her expertise is complemented by her ability to navigate complex regulatory environments. With a passion for mentoring others in the industry, she is also interested in fostering innovation and sustainability within financial practices. Sherrie is based in Portland, Oregon, and continues to influence the financial advisory landscape.

Sherrie`s contact details

mail

************@stewardpartners.com

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