Sheri Rustic
Login to view DISC.Sheri is a Director of Investor Relations with over 25 years of experience in client services, capital raising, and wealth management for HNW individuals. She holds a Financial Planner Certified Professional (FPQP) certification and excels in managing client portfolios at the institutional and family office level.
Described as outgoing and discerning, Sheri is exceptional at building and maintaining lasting relationships. She is a proud alumna of Ferris State University and publicly celebrates the achievements of fellow alumni and the universitys sports teams.
In a previous role, her official title was "Director of Client Happiness," reflecting her client-centric approach.
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