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Cheryl L. Castillo is a Relationship Manager, Operations for Strategic Retirement Partners-Wisconsin. She has spent the last 30 plus years in the financial services industry.
She has held varying positions, mainly within the area of the Private Client and Wealth Management sector. With the last six years, working with Financial Planners and Investment Advisors. Currently, as a Subject Matter Expert in account creation and documentation management.
In a managerial and operational capacity, Cheryl has worked closely with business owners and corporate executives, delivering the ultimate client experience with her organizational skills and attention to detail. Cheryl, her husband and step-daughter reside in Greenfield, Wisconsin.
Van Halen – Still see them today when they are touring. Probably saw them a dozen times.
Start the day with my best friend, my husband. We have been friends since the 5th grade.