Licensed Sales Assistant
1187 Troy Schenectady Road, Latham, NY 12110
Get to know Sharlene.
Sharlene has more than 20 years of exerperience working in the financial services industry. She has held several different positions, ranging from Bank Teller to Assistant Branch Manager, before joining the Life Stage Advisory team as a Licensed Sales Assistant. Sharlene's background offers a unique perspective into client needs which is complemented by her broad span of knowledge and experience. She supports clients with investment questions as well as account servicing and coordination.
What are you able to offer clients that makes you stand out from the rest?
I go the extra mile and take time to ensure that every member receives the best possible service. My philosophy is to treat my members the same way I would expect to be treated and make sure they feel our "good vibes" culture.
What is the most inspiring part of your job?
Helping people reach their financial goals.
Finish this sentence: “On a typical weekend, you can usually find me…”
Enjoying time with my husband and our sons. In the spring and summer, we often travel to BMX competitions where my sons and husband race. We also enjoy camping - traveling to our favorite campgrounds throughout the summer with our 5th wheel camper. In the colder months, I like to snuggle up with a good book or a movie.
What is one quote you live by?
Don’t stop until you’re proud.
What was your proudest moment?
Of course, becoming a wife and mother! Professionally, recently becoming a Licensed Registered Representative. Working full-time and being a mother of two while I worked on accomplishing this was no easy task. I worked hard and studied for months to pass the required exams. I am very proud of myself to have accomplished this.
What is the best advice you have ever received?
The worst they can say is "no."
What do you enjoy about the work you do?
Getting to know our clients, watching them grow to achieve their financial successes, seeing their children go to college, or knowing that they are set to retire on time having achieved their financial goals.
What do you think are the best skills you bring to your job?
I go the extra mile for our clients and make sure they are taken care of to the best of my ability.
Sunmark Life Stage Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
"I go the extra mile for our clients and make sure they are taken care of to the best of my ability."