Cherie Stokes

Client Service Specialist

Cherie is a Client Service Specialist with over 30 years of experience in the finance industry. Prior to joining Osborne Partners, she worked at Wells Fargo Advisors servicing high net-worth clients. Previously, she worked at Charles Schwab for 10 years, servicing senior-level executives and insiders with all aspects of their restricted stock, controlled securities and equity award compensation plans. Cherie graduated cum laude with a Bachelor’s degree in Business Administration from Holy Names University and she received an MBA, with a concentration in Human Resources from Golden Gate University.

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