Sherri Fryatt

Vice President @ HUB International

About

Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Securities, Mutual Funds, Management, Goals Based Planning and Securities Regulation. Strong finance professional with a Bachelor of Science (BS) focused in Business Information Systems from Stevenson University. Hold series 7, 66, 24, and Life and Health licenses. GRP Financial advisors are registered representatives with, and securities are offered through, LPL Financial, Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. GRP Financial, Global Retirement Partners, LLC, and LPL Financial are separate non-affiliated entities. Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners, or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Global Retirement Partners, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Country

United States

City

Austin

Industry

Financial Services

Skill

Mutual Funds, Series 63, Series 7, Securities, Investments, Series 6, FINRA, Asset Allocation, Fixed Income, IRAs, Investment Management, 401k, Retirement, Investment Strategies, Financial Services, Series 24, Asset Management, Uniform Combined State Law, Retirement Planning, Relationship Management

Experience

Vice President

HUB International

2021-12 - Present · 4 yrs 10 mos

Vice President

GRP Financial California, a division of HUB Retirement and Wealth Management

2021-9 - Present · 5 yrs 1 mo

Vice President

Merrill Lynch

2015-10 - 2021-9 · 6 yrs

Financial Solutions Advisor responsible for building and maintaining client relationships and going beyond their stated need to uncover and present appropriate solutions. Manage risk by working within all guidelines and maintaining the highest standard of care. Serve as peer mentor and trainer to onboard new Advisors and support financial center staff through ongoing coaching and feedback to work together as one team in order to elevate the client experience.

Lead Manager - Workforce Planning and Management

T. Rowe Price

2014-1 - 2015-2 · 1 yr 2 mos

Baltimore, Maryland Area

Manage a tri-site workforce management team of 25 individuals, including 2 Supervisors directly. Responsible for the planning and forecasting of resources across front and back office contact centers within T. Rowe Price, impacting over 2,500 agents across 13 business units. Communicate regularly with key stakeholders to ensure that business changes and strategies are aligned and that key practices are being shared to optimize the allocation and use of resources and technology.

Lead Manager

T. Rowe Price

2004-6 - 2015-2 · 10 yrs 9 mos

Vice President - 529 Product Manager

T. Rowe Price

2012-11 - 2013-12 · 1 yr 2 mos

Baltimore, Maryland Area

Responsible for managing and maintaining relationships with state partners in the 529 college savings plans, managed by T. Rowe Price. Ensured client satisfaction by understanding client needs, having advanced knowledge of the business and having the ability to work independently and cross functionally to accomplish tasks in a timely manner.

Assistant Vice President - Group Manager, Operations

T. Rowe Price

2006-10 - 2012-10 · 6 yrs 1 mo

100 E. Pratt Street, Baltimore, MD 21201

Managed front office operations teams across three sites. Identified opportunities to improve business processes by utilizing six sigma methodology. Responsible for daily volumes management, ensuring Associates were appropriately trained and we were continually staffed to meet all service level agreements.