Cheryl Pfenning

Provide onsite consultative reviews and recommendations for clients using the Cheetah trust accounting platform. Observe staff interacting with Cheetah to accomplish their daily processes and workflows.

Provide onsite consultative reviews and recommendations for new clients prior to the start of their software conversion to the Cheetah trust accounting platform.

Create and execute customized client training requests.

Assist the Cheetah Implementations team when requested.

Provided training and consultation to client staff during the implementation of the Cheetah trust accounting platform.

Assisted clients in analyzing conversion data migrated from their legacy systems to the Cheetah trust accounting platform.

• Provided support and training for clients using the Charlotte CFO trust accounting system, SunGard WealthStation (financial planning) platform, and the interface for First Rate performance measurement.
• As a Business Analyst, I performed software requirement design for custom enhancements and regulatory changes, conversions/installations for the trust accounting system, and managed the product development team.

• Managed all functions of Trust Operations and Compliance for West Coast Trust. Managed Trust Operations staff. Development of risk-based policies and procedures. Developed ongoing compliance audit monitoring.