Sheryl Phillibert Long
Boynton Beach,FL
Summary
Dedicated professional committed to achieving excellence through a strong focus on quality and results. Proven adaptability to dynamic environments while maintaining alignment with strategic objectives and delivering exceptional outcomes. Passionate about leveraging skills and experience to drive organizational success and foster collaborative team dynamics. Eager to contribute innovative solutions that enhance productivity and support continuous improvement initiatives.
Overview
13
13
years of professional experience
Work History
Sr Licensing Analyst
Osaic
08.2021 - 9/31/25
- Received promotion Trainer and team member for onboarding and contract changes. answered phone calls, numerous emails while completing backgrounds and paperwork for new employees
Associate Consultant – Branch Office Development
Advisor Group
01.2021 - 01.2022
- On boarding, contract changes, background checks, licensing, registration for financial professionals. Work with compliance, supervision and licensing to get rep compliant with Finra registration and reporting requirements. Advise on procedures and on firm and industry regulations.
Trade Support Analyst
Advisor Group
01.2020 - 01.2021
- Processed trades, trade corrections, mutual fund share class conversions and cooperate actions. Answered enquiries relating to company and industry trading regulations. Experienced with using Pershing, Wealthscape and Envestnet. 8 hour phonequeue
Rep Relations Senior Specialist
Advisor Group
01.2018 - 01.2020
- hur phnr Passed SIE, Series 7, 66, 24. Call center for over 2600 reps, requires constant training and problem solving to provide a satisfactory external and internal business partner experience. 8 hour queue
Account Coordinator, Adjuster
Arthur J Gallagher
01.2015 - 01.2018
- Flexible Spending Account Team. Answered account inquiries processed claims, client contributions, banking, renewals and terminations. Maintained client relationships by solving problems and as an adjuster strived for efficiency without sacrificing fair, quality service.
Financial Representative/Office Manager
Northwestern Mutual
01.2011 - 01.2015
- Passed series 6 and 63 Managed a very large book of business in insurance and financial products for the rep. Provided administrative support and client service. Developed and executed cross-selling marketing plans. Initiated sales appointments. Pre-checked applications, forms, checks and submitted them for processing. Responsible for banking, bill paying, purchasing supplies and scanning and maintaining large, confidential electronic and paper files. Answered customer enquiries and drafted correspondence. Maintained CRM.
Office Manager
Farmers Insurance Group
01.2009 - 01.2010
- Received WOW Award. Life Health and Variable Annuity License. Duties: time keeper, legal correspondence, maintaining client and vendor filing system, data entry, researching claim files, reproducing large files for litigation, ordering office supplies, paying bills, reconciling checks.
Education
Bachelor of Arts - Liberal Arts
University of The West Indie
Jamaica07.2001
Skills
- Financial Services
- Book keeping
- Service excellence
- Compliance
- Collaborative team development
- Trading/Corrections
- Proficient in computer applications
- Research
- Risk assessment
- Case Management
- Background screening
- Skilled in Microsoft Office applications
Languages
English
Full Professional
Timeline
Sr Licensing Analyst
Osaic
08.2021 - 9/31/25
Associate Consultant – Branch Office Development
Advisor Group
01.2021 - 01.2022
Trade Support Analyst
Advisor Group
01.2020 - 01.2021
Rep Relations Senior Specialist
Advisor Group
01.2018 - 01.2020
Account Coordinator, Adjuster
Arthur J Gallagher
01.2015 - 01.2018
Financial Representative/Office Manager
Northwestern Mutual
01.2011 - 01.2015
Office Manager
Farmers Insurance Group
01.2009 - 01.2010
Bachelor of Arts - Liberal Arts
University of The West Indie
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