Sheri Mcallister

Director of Operations Ptstax

Since 2002, Sheri Mcallister has been working in Pts Financial Services situated 420, 420. Sheri is a proficient Compliance Manager with over 23 years of work experience. According to Sheri's resume and work profile, this person has worked at more than two places with diverse backgrounds and gained various skills. Sheri can be found in Sugar Valley, Georgia – where this expert currently lives. You can search for Sheri Mcallister's phone number and email. We can also provide you additional contact information upon request.
Name variants:
Sheri Mcallister
Last updated Jun 19, 2024

Contact Information

Last Update
Jul 5, 2022
Email
sh**@ptsfinancialservices.com, sh**@ptstax.com
Location
Sugar Valley, GA

Workplace

Compliance Manager

Industry

Financial Services

Work History

Compliance Manager

113 north Park Ave, Calhoun, GA 30701
from Jul 1, 2002

Director of Operations Ptstax

113 north Park Ave, Calhoun, GA 30701
from Jul 2002

Occupations

Executive
Director of Operations
Compliance Manager
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Microsoft Office
Compliance Monitoring
Tax
Compliance Training
Mifid
Management
Leadership
Operations Management
Fsa
Microsoft Crm
Software Documentation
Tcf
Investment Company Act
Suspicious Activity Reporting
Microsoft Excel
Customer Service
Strategic Planning
Small Business
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