SW

Sheri Westerman

Tax Manager at TIAA Kaspick

Sheri Westerman, CPA is a skilled Tax Manager at TIAA Kaspick with extensive experience in trust tax forms, estimated tax calculations, and process improvements. Sheri previously held positions at Harvard Management Company as a Senior Tax and Financial Reporting Associate and Senior Trust Accountant, where Sheri excelled in financial reporting, trust accounting, and process optimization. Prior to that, Sheri worked at RINET Company, LLC in trust management and administration roles. With a Master of Science in Accounting from Suffolk University and a Bachelor of Science in Accounting from Northeastern University, Sheri is a highly qualified professional in the field.

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  • Tax Manager

    October, 2021 - present