Shari has been working in the financial services industry since 2000. Prior to joining RBC Wealth Management in 2005, Shari worked at Prudential Securities and Wachovia Securities within National Sales where she earned her licenses, worked on her product knowledge and helped financial advisors grow their businesses. She took her knowledge from a national level to a local level in 2004 when she took on the role of Administrative Complex Manager at Legg Mason Wood Walker in New York City. Soon after joining there she moved to the same role at RBC Wealth Management. For ten years Shari was the Administrative Complex Manager in the Midtown office where she was responsible for the management and development of support staff, growth of teams, and onboarding new recruits as well as supervisory duties pertaining to security operations. During that time she helped expand the RBC Wealth Management footprint and opened new offices in Jericho, NY and Hampton Bays, NY.
In 2015 Shari changed gears and took on the Assistant Complex Manager role in New York City overseeing financial advisors in the Midtown, Jericho, Hampton Bays, Red Bank, and Westport offices. She brings a broad range of financial services experience to her Assistant Complex Manager role where she is primarily responsible for the implementation of the firm’s compliance policies and procedures as well as recruiting teams to RBC Wealth Management.
Shari is a graduate of Emory University’s Gouizueta Business School and she has passed the Series 7, 9, 10, 66 FINRA exams and is life/health insurance licensed. She lives in New York City with her husband and two daughters and enjoys vacationing and spending time with her family.
