Cheri is a seasoned, proven problem solver with a strong background in both finance and business. Cheri is especially talented in diagnosing weaknesses in processes and organizational structures — and promptly proposing solid solutions. This makes Cheri the perfect choice to lead Credo’s Operations.
Under Cheri’s leadership, Credo provides world-class delivery and service to Accounting, Business Services, Tax and CFO clients alike. An organized and positive person, Cheri has a passion for providing clients with the information necessary to make decisions that grow their businesses.
Cheri spent more than 10 years at Wachovia Corporation (now Wells Fargo). She had roles ranging from Budget Analyst to Director of Management Reporting to Deposit Pricing Manager. There, she was recognized as a leader through multiple process redesigns saving hundreds of work hours. Using a combination of grass roots training and online tools, Cheri also streamlined the exception process resulting in growth of deposits and client base.
Later, Cheri continued to hone her financial modeling and business analysis skills at Equifax, serving as their corporate budget and forecast owner. She maintained and analyzed the three-year corporate model running multiple acquisition and decision point scenarios. Her customer service focus led her to a role supporting the marketing and legal functions where she became a trusted advisor and facilitator.
Her favorite pastime is hitting the ski slopes with her three children and loving husband.