Cheryl leads client services for the Alcaine Halterbeck Group. She interacts with clients daily and is dedicated to delivering results-oriented service. She started her financial services career in 1995 and has worked with Carlos since 2002.
A registered associate, Cheryl enters trades, supervises wire transfers and disbursements, handles complex account documentation and efficiently responds to client inquiries. She also supports our group's back-office operations with her extensive knowledge of the firm's technology platform.
Cheryl studied ornamental horticulture at California Polytechnic University at San Luis Obispo, then discovered how to apply her organziational skills in financial services. She lives in the north Sacramento area with her husband, Kelly.