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 Linda Sherman, Client Service &
Chief Administrative Officer
In every company, there are the people who ensure that the details of every client program, as well as the overall business, are well handled. At Charnley & Røstvold, one truly outstanding person doing just that is Linda Sherman. From the first time you meet her, you can tell she's a person who follows through and delivers what you need, when you need it. As a result, every client program and every aspect of the company's daily operations have Linda Sherman's signature.
Her long experience in project management, coupled with her initiative and dependability, makes her the ideal leader on the home front. She possesses the ability to develop systems and procedures, to adapt to changing priorities and deadlines, and to manage all the team's activities. Our clients rely on Linda, whether for project details, data runs, or research.
Linda enjoys music and spending time with her son, Scott. Linda likes to relax by walking on Southern California's beautiful trails, painting, making jewelry and crafts, and refinishing furniture.
Quote:
"Our goals are to give our clients what they expect, more than they expect, better than they expect, and often sooner than they expect"
Accomplishments
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Awarded the Claritas Investment Management Certificate |
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Project Management |
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Client surveys and analytics |
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Competitive benchmarking |
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Investment management search activity |
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PAICR 2012 Conference Co-Chair |
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Member of PAICR; previous Board and Executive Committee member, and member of Events Planning, Research and Communication Committees; contributor to PAICR Points |
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