Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Generic
Cheryl Pfenning

Cheryl Pfenning

Wealth Management Consultant
West Linn,OR

Summary

Experienced professional specializing in Trust/Wealth Management Operations and Software. Over 40 years of industry experience, with expertise in day-to-day trust and wealth management operations functions, including securities processing (trade execution,affirmation and settlement, asset income processing, asset/cash reconciliation) department/staff management, and trust audit/compliance. Proven track record in Trust Accounting software, including implementations and conversions, product development, end-user consulting, training, and support. Websites, Portfolios, Profiles www.linkedin.com/in/cherylpfenning Skills Business Analysis Wealth Management Staff Management Vendor Management

Overview

41
41
years of professional experience

Work History

Wealth Management Consultant/Professional Services Consultant

Cheetah Inc
West Linn, Oregon
11.2022 - Current
  • Conduct consultative reviews and recommendations for clients using the Cheetah Trust Accounting/Wealth Management platform. Topics included but not limited to software usage efficiency, audit and compliance, staff assessment, and training.
  • Conduct consultative reviews and recommendations for new clients prior to the start of their Cheetah software migration. Topics included but not limited to data mapping, data clean up, third-party vendor review, and project expectations
  • Create and execute customized client training requests
  • Enhanced client satisfaction by providing personalized consultation to clients using the Cheetah Trust Accounting/Wealth Management platform.

Wealth Management Consultant

Cheetah Inc
West Linn, Oregon
05.2015 - 11.2022
  • Executed training and consultation to client teams during the migration of the Cheetah Trust Accounting/Wealth Management platform.
  • Assisted clients in analyzing migrated data from the legacy systems to the Cheetah Trust Accounting/Wealth Management platform.
  • Executed the development and recommended usage of workflows for clients migrating to Cheetah Trust Accounting/Wealth Management platform.
  • Acted as the main support contact for client teams during the 4-6 month migration process

Senior Business Analyst

SunGard
07.2000 - 04.2015
  • Provided support and training for clients using the Charlotte CFO trust accounting system, SunGard (now FIS) WealthStation (financial planning) platform, and the interface for First Rate performance measurement
  • Executed software requirement design for custom enhancements and regulatory changes.
  • Executed migrations and training for clients converting to the Series 7 Trust Accounting Platform.

Trust Operations and Compliance Manager

West Coast Bank (now Columbia State)
04.1984 - 01.1999
  • Managed all staff and all daily functions of Trust Operations.
  • Acted as the Trust Audit and Compliance manager.
  • Development of risk-based policies and procedures
  • Developed ongoing compliance audit monitoring.

Education

Engineering and Business Administration

Oregon State University

Skills

Trust and Wealth Management workflow

Trust and Wealth Management implementation using SaaS model

Statement of Work (SOW) review and execution

Trust Operations Management

Consultative approach with clients and prospects

Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Company CultureWork-life balanceHealthcare benefits401k matchPersonal development programsCareer advancement

Timeline

Wealth Management Consultant/Professional Services Consultant

Cheetah Inc
11.2022 - Current

Wealth Management Consultant

Cheetah Inc
05.2015 - 11.2022

Senior Business Analyst

SunGard
07.2000 - 04.2015

Trust Operations and Compliance Manager

West Coast Bank (now Columbia State)
04.1984 - 01.1999

Engineering and Business Administration

Oregon State University

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Cheryl PfenningWealth Management Consultant