Sherie Higgins, MBA, is a seasoned financial planner currently with Willow House Advisors since November 2023 and has been an associate at UFinancial Group since August 2015. In addition to their roles in financial planning, Sherie has worked as an adjunct finance professor at Eastern University since November 2006, where responsibilities include facilitating finance and ethics courses, developing curriculum, and enhancing online learning environments. Sherie's past experience includes serving as a Financial Services Call Center Supervisor at Kitsap Credit Union from 2003 to 2005, where departmental training and quality service monitoring were key functions, as well as working as an Investment Advisor Assistant at Waddell & Reed from 2002 to 2003, managing client accounts and compliance. Sherie holds a Master of Business Administration in Finance from Penn State University and a Bachelor of Science in Finance with a Minor in German from the same institution, complemented by studies at the University of Cologne.
Sign up to view 0 direct reports
Get started
This person is not in any teams