DIRECTOR OF OPERATIONS
Cherie is Director of Operations at Omnia Family Wealth. Her main responsibility is to ensure the smooth operation of the business. Her role encompasses a variety of functions including tracking expenses, managing supply inventory, internal reporting, troubleshooting account issues, facilitating the Firm’s internal team meetings and building relationships with clients. Cherie has worked with her Omnia colleagues for more than ten years. For Merrill Lynch’s Private Banking and Investment Group, she served as a Senior Private Wealth Associate; at UBS Private Wealth Management, she was a Senior Client Service Associate. Cherie has also worked at a small investment firm in Coral Springs, Florida, where she was an advisor and long-term care specialist.
Cherie and her husband, Charlie, reside in Fort Lauderdale. She has two married children and several grandchildren. Cherie loves to sing and is an animal lover, committed to animal rescue efforts. She enjoys spending time with her family.