Wealth Management and Chapter Program Leadership

Sherrell Russell

Candidate Resume

Wealth Management & Private Banking

Provided executive-level administrative leadership and high-quality client service to internal and external business partners, ensuring efficient firm operations and consistent professional engagement across all touchpoints.

Led coordination of cross-functional meetings with senior stakeholders and external partners, documented strategic objectives, defined action items, and drove follow-through to maintain alignment with organizational priorities.

Oversaw the organization, management, and dissemination of critical business data to support relationship development, client retention, and informed decision-making across multiple business units.

Partnered with senior leaders and designated representatives to facilitate key initiatives, monitor progress, and ensure continuity across complex workstreams and project portfolios.

Conducted research, resolved escalated client concerns, and communicated findings to leadership, ensuring timely issue management and risk mitigation. Risk, Compliance & Governance

Spearheaded the planning, coordination, and execution of chapter events and seminars, leading logistics, vendor management, and communications to deliver high-impact programming that strengthened chapter visibility and member engagement.

Directed membership campaign initiatives, overseeing outreach, enrollment, renewals, and institutional engagement to support chapter growth and long-term retention.

Oversaw the chapter’s membership database with a focus on accuracy, data integrity, and strategic reporting, enabling leadership to make informed decisions on engagement and programming.

Led the creation and distribution of chapter newsletters, event announcements, and member communications, ensuring consistent messaging and reinforcing the chapter’s professional presence.

Managed the full invoicing and payment process for membership dues, event registrations, and sponsorships; maintained financial records and collaborated with the Treasurer to support transparent, well-governed financial operations.

Transportation & Logistics

Led training operations across multiple shifts, driving workforce readiness, operational consistency, and a strong culture of accountability and performance.

Championed OSHA and HAZ-MAT compliance by delivering high-impact safety training, conducting audits, and reinforcing standards that elevated overall facility safety.

Served as a key leader in UPS’s transition to automated technologies, designing and implementing training that enabled employees to confidently operate and adapt to advanced sorting and scanning systems.

Directed hands-on instruction for automated equipment, guiding teams through workflow changes and ensuring safe, efficient integration of new technology into daily operations.

Partnered with operations leadership to assess training needs, modernize materials, and align workforce capabilities with evolving automation and process-improvement initiatives.

Provided strategic coaching and performance feedback to employees, strengthening productivity, reducing errors, and elevating team competency across critical operational tasks.

Led onboarding and skill-development programs that prepared new hires for both traditional and automated environments, accelerating their readiness and long-term success.

Maintained comprehensive training records, certifications, and compliance documentation to support internal audits and regulatory inspections.

Facilitated daily safety briefings and reinforced hazard-awareness practices, shaping a proactive, safety-first mindset across the workforce. Sherrell Russell

Candidate Resume

Hospitality Administration

Most recently served as an administrative leader within the news industry for the retail and airline service sectors. Strengthened monthly sales operations through organized workflow management, accurate inventory documentation and proactive customer engagement. Known for successfully administering operations through varying flight diversions and shift schedules, while maintaining reporting and compliance objectives.

Achieved highest rank of peer group in select membership campaigns and internal development initiatives; Received ongoing positive feedback from service sector partners, internal staffing teams, club members and guests, acknowledging a noteworthy difference since coming onboard.

CORE STRENGTHS

Program & Operations Coordination

Stakeholder & Community Engagement

Cross-Functional Collaboration

Data Tracking, Reporting & Documentation

Relationship Building & Client Service

Process Improvement & Workflow Management

Values-Driven Leadership Support

Clear, Empathetic Communication

EDUCATION

Emory University (2005-6) Continuing Studies - Atlanta, Georgia Studied at DeVry University / Keller Graduate School of Mgmnt (1995-6) – Atlanta Central AL Community College, Associates (1994)

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