Sheryl Watson
About Sheryl Watson
Sheryl Watson is a Senior Operations Manager at Creative Planning, where she has worked since 2023. With a background in banking and operations management, she has over a decade of experience in wealth management and investment management.
Current Role as Senior Operations Manager
Sheryl Watson currently serves as a Senior Operations Manager at Creative Planning, a position she has held since 2023. In this role, she oversees operational processes and ensures efficient service delivery within the organization. Her responsibilities include managing teams and implementing strategies that support the company's comprehensive wealth management services.
Previous Experience at Creative Planning
Prior to her current role, Sheryl worked at Creative Planning as an Operations Manager from 2018 to 2023. During her five years in this position, she played a key role in managing operations for a company that oversees over $125 billion in assets. Her contributions supported the firm's financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
Career Background in Banking
Sheryl Watson has extensive experience in the banking sector. She worked at UMB Bank in various roles, including Personal Banking Representative from 2008 to 2013, Administrative Assistant from 2014 to 2015, and Client Relationship Manager from 2013 to 2014. Additionally, she served as a Treasury Services Relationship Officer at NBKC Bank from 2015 to 2017. Her diverse roles in banking provided her with a strong foundation in client relations and financial services.
Educational Background
Sheryl Watson studied at Avila University, where she earned a Bachelor of Business Administration (B.B.A.) with a focus on Marketing from 2005 to 2008. She also attended Johnson County Community College, achieving an Associate of Arts and Sciences (AAS) in Interior Design from 2003 to 2005. Her educational background supports her expertise in wealth management and investment management.
Expertise in Wealth Management
Sheryl Watson has developed a strong expertise in wealth management and investment management for individuals, businesses, and charities. Her experience in managing operations and client relationships has equipped her with the skills necessary to contribute effectively to the financial planning and investment strategies at Creative Planning.