Sheri Dermangian

Client Service Coordinator

Sheri heads up back-office operations for multiple advisors and assists in supporting existing clients as needed.

Holding associate degrees in accounting and business management, Sheri comes to Accurate with over 26 years of experience in the finance industry. Most recently, Sheri worked as a Registered Investment Advisor, where she held a position as Director of Client Relations. There she served as the primary contact for Investment Advisor Representatives, assisting with the training of their staff and providing tools to use to better serve their clients.

Sheri resides in Bradenton, FL and enjoys walking her dogs, Tucker and Cooper, swimming, cooking and spending time with her husband Steve, along with her family and friends.

sherri@accuratewealth.com
(941) 993-3749