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Sherry Watson Cpa Cfp

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Sherry Watson Cpa Cfp

Vice President & Trust Officer | The First National Bank of Mount Dora

Orlando, Florida, United States

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Sherry Watson Cpa Cfp

Summary

Sherry Watson is a seasoned finance professional with over a decade of experience in the banking industry. Currently serving as Vice President and Trust Officer at The First National Bank of Mount Dora, she specializes in trust management and financial compliance. With a background as a Certified Public Accountant, Sherry brings a strong analytical perspective to her role. Her career began in wealth management, where she honed her skills in compliance and financial oversight. Sherry is known for her strategic approach to client relationships and her commitment to ethical banking practices. She is passionate about empowering clients to achieve their financial goals through tailored trust solutions. Outside of her professional life, Sherry is likely to engage in community service, reflecting her dedication to social responsibility. Her educational foundation in Accounting from Marquette University further solidifies her expertise in the financial sector. With her extensive experience and leadership capabilities, Sherry is a valuable asset to her organization and the industry at large.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Sherry Watson Cpa Cfp

Work Experience

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Vice President & Trust Officer at

The First National Bank of Mount Dora

July 2014 - Present

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Compliance Officer & CPA at

Jackson Wealth Management, LLC

January 2013 - July 2014

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Tax Manager at

PUBLIC ACCOUNTING COMPANY LIMITED

November 2011 - January 2013

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Vice President - Tax Dept Manager at

BMO

September 1995 - August 2012

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Tax Service Department Manager at

M And I Wealth Management A Part Of Bmo Financial

September 1995 - November 2011

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Senior Trust Tax Officer at

Firstar Trust Now Us Bank

July 1988 - September 1995

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Vice President And Trust Officer at

The First National Bank of Mount Dora

Present

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Sherry Watson Cpa Cfp

Education

Marquette University, Bachelor Of Science

January 1982 - January 1985

Frequently Asked Questions about Sherry Watson Cpa Cfp

What is Sherry Watson Cpa Cfp email address?

Sherry Watson Cpa Cfp's primary email address is ******@jacksonwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Sherry Watson Cpa Cfp work for?

Sherry Watson Cpa Cfp is a Vice President & Trust Officer at The First National Bank of Mount Dora, a company specializing in Depository Credit Intermediation.

Where Sherry Watson Cpa Cfp graduated from?

Sherry Watson Cpa Cfp holds a degree in Accounting from Marquette University.

How can I directly contact Sherry Watson Cpa Cfp?

To contact Sherry Watson Cpa Cfp directly, you can use the email address ******@jacksonwm.com. Complete contact information is available upon registration with Muraena.

Who is Sherry Watson Cpa Cfp?

Sherry Watson is a seasoned finance professional with over a decade of experience in the banking industry. Currently serving as Vice President and Trust Officer at The First National Bank of Mount Dora, she specializes in trust management and financial compliance. With a background as a Certified Public Accountant, Sherry brings a strong analytical perspective to her role. Her career began in wealth management, where she honed her skills in compliance and financial oversight. Sherry is known for her strategic approach to client relationships and her commitment to ethical banking practices. She is passionate about empowering clients to achieve their financial goals through tailored trust solutions. Outside of her professional life, Sherry is likely to engage in community service, reflecting her dedication to social responsibility. Her educational foundation in Accounting from Marquette University further solidifies her expertise in the financial sector. With her extensive experience and leadership capabilities, Sherry is a valuable asset to her organization and the industry at large.

Sherry`s contact details

mail

******@jacksonwm.com

*************@fnbmd.com

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John Pease

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Lorraine Ross

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Alice Taft

Vice President and Trust Officer

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