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Sherry Berkowitz

Sherry Berkowitz

Back Office Support

Past Industry Experience:

Sherry has been in the financial services industry for over 25 years, managing a call center and various back-office teams. Since being a licensed Investment Advisor Representative, she provides sales and service support to other advisors. She most enjoys the professional relationships she has built with these advisors and their end clients. She is currently a key player on an outsourcing team, providing support to advisor offices in the field.

A Little About Me:

Sherry lives in a small beach town in southern California. In her personal time, Sherry loves traveling with a group of friends, hosting large family gatherings (pre-Covid), gardening and volunteering with local civic groups. Sherry’s daughter is a 3rd year medical school student in Chicago; her son is a Business Development Manager in Portland, and her son-in-law is a high school math teacher. Sherry also designs and builds chuppahs, arbors and backdrops and runs her own rental business in California.