Sherry Traske
About Sherry Traske
Sherry Traske is a Case Manager at Lion Street, where she has worked since 2019. With over 25 years of experience in life insurance and financial services, she specializes in underwriting for high net worth individuals and families.
Work at Lion Street
Sherry Traske has been serving as a Case Manager at Lion Street since 2019. In this role, she specializes in underwriting for high net worth individuals and families. Her responsibilities include managing client cases and ensuring that their unique financial needs are met. Traske's commitment to trust, honesty, and sincerity has earned her recognition among clients and advisors alike. Her experience in this position contributes to the overall effectiveness of the team at Lion Street.
Education and Expertise
Sherry Traske possesses over 25 years of experience in the life insurance and financial services industries. Her expertise lies in underwriting, particularly for high net worth clients. Traske focuses on staying current with industry techniques and methods, which enhances her ability to provide informed and effective service to her clients. Her extensive background equips her with the knowledge necessary to navigate complex financial situations.
Background
Before joining Lion Street, Sherry Traske worked at Goldstein Financial Group, LLC, where she held the position of Director of Underwriting from 2004 to 2016. During her 12 years at Goldstein Financial Group in Deerfield, Illinois, she developed a strong foundation in underwriting practices and client management. This previous experience has contributed to her current role and her ability to handle the needs of high net worth individuals.
Achievements
Sherry Traske's professional journey reflects her dedication to the life insurance and financial services sectors. Her values of trust, honesty, and sincerity have been recognized by both clients and advisors, reinforcing her reputation in the industry. While specific achievements are not detailed, her long-standing career and specialized focus on high net worth individuals indicate a significant level of expertise and professionalism.