Sheri Fransua-Rodriguez

Sheri Fransua-Rodriguez is a Training Manager at Safe Harbor Financial since July 2021 and has held the position of Private Banker at Partner Colorado Credit Union since April 2006. With expertise as a BSA certified compliance specialist, Sheri focuses on regulatory compliance, including Cole Memo and FinCen guidelines, while managing a client list of over 15. In roles as a Staff Trainer, Sheri has provided comprehensive training to new hires, created monthly newsletters, and offered ongoing support to staff regarding procedures. A background in various frontline positions includes managing the cash department and delivering excellent member service through assistance with account issues and transactions. Sheri holds an Associate's degree in Accounting and Business Management from Everest College-Aurora, obtained between 2009 and 2013.