Sheri Facinelli

Sheri has 15 years of financial services software development and implementation experience, backed by 15 years of brokerage operations.  She has successfully led the implementation of compensation, surveillance, and ad-hoc reporting tools for 30+ broker dealers, ranging in size from 50 advisors to over 1000 advisors.

A key to successful implementations stems from her ability to bridge the gap between vendor and broker dealer, leveraging her combined operational and technology backgrounds, during all phases of an implementation; from needs analysis and documenting requirements, through system configuration, system testing, and validation, and deployment planning.

Sheri is the former vice president of account management and sales for Quadron Data Solutions and product owner for EarningsQ compensation system.