Sherry Thiltgen is a high-level expert, working in Captrust main office of which is in 398. as a Vice President | Financial Advisor since 2019. Sherry Thiltgen has earned professional experience in more than five positions at different companies. Sherry Thiltgen went to the Baylor University and got education there from 1989 to 2003. This person has such qualifications as License 7, 24, 9, 10, 63, and 65 and Licenses. San Antonio, Texas is the area, where this expert was lastly known to be living. Sherry's email address and phone number are easily accessed through SoftwareOfficial by request.
Name variants:
Sherry Thiltgen
Last updated Jun 18, 2024
Contact Information
Last Update
Jun 21, 2022
Email
st**@stmmltd.com, ms**@gmail.com
Location
San Antonio, TX
Company
Workplace
Colleagues
Work History
Vice President | Financial Advisor
4208 Six Forks Rd SUITE 1700, Raleigh, NC 27609
from Sep 2019
Executive Vice President and Relationship Manager
700 north Saint Mary south SUITE 100, San Antonio, TX
As EVP and RM for STMM, I am committed to developing long lasting relationships with our clients and investment advisors across Texas and beyond. At STMM, we have a strong foundation and dis...
Jun 2013 — Sep 2019
Regional Fixed Income Sales Manager
200 south 108Th Avenue Cir, Omaha, NE 68164
Sep 2008 — May 2013
Acquisitions Sales Manager
9800 Fredericksburg Rd, San Antonio, TX 78240
Final 4 Team in Member Story BDE 2005, Highest Member Satisfaction Score 2006, Manager of the QTR 2007 Q4, Top producing Acquisition Team 2006 & 2007 Throughout my career at USAA, I helped m...
Feb 1997 — Jul 2008
First Vice President of Broker Dealer Relations
18925 Base Camp Rd SUITE 203, Monument, CO 80132
Extensive knowledge of institutional fixed income trading practices. Started as a Bond Sales Person and based on performance was promoted to Sales Manager of San Diego Bond Desk for up to 10...
May 2002 — Oct 2005
Education
1989 — 2003
Occupations
Executive
Vice President
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Executive Vice President
Sales Specialist
Relationship Manager
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Fixed Income
Series 7
Series 63
Sales
Series 24
Coaching
Asset Allocation
Trading
Finra
Securities
Leadership
Mutual Funds
Recruiting
Series 65
Investment Strategies
Insurance
Separately Managed Accounts
New Business Development
Asset Managment
Compliance
FAQs about Sherry Thiltgen
What is the main profession of Sherry Thiltgen?
Sherry Thiltgen is a Vice President | Financial Advisor.
What are the main profession of The expert?
These person's professions are Executive and Vice President
Where is Sherry Thiltgen currently located?
The expert is located in San Antonio, Texas.
Does Sherry have the email address?
st**@stmmltd.com and ms**@gmail.com is The professional's email address.
Where did Sherry Thiltgen work?
This expert worked at Captrust, South Texas Money Management.
What education does Sherry Thiltgen have?
Sherry studied at the Baylor University from 1989 to 2003.
What are the certifications of Sherry Thiltgen?
The expert received the following certifications: License 7, 24, 9, 10, 63, and 65 and Licenses.
What is professional industry that Sherry Thiltgen is connected to?
Sherry Thiltgen works in Financial Services industry.