Cheryl Wilks | Lead Senior Analyst
Cheryl is a member of the Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. Her responsibilities also include assisting in Innovest’s retirement plan efforts including Request for Proposals for clients, portfolio accounting and rebalancing, and building performance reports.
Cheryl has more than 25 years of experience in the financial services Industry. She was vice president and managing director for Boettcher & Company in Denver, where she performed equity and options analysis. She went on to join Kemper Securities Group in Chicago as vice president, where she managed the National Options Trading Desk. After returning to Denver, she joined Charles Schwab & Company in their Active Trader Division as a manager, overseeing a brokerage team servicing retirement accounts and high net worth individuals. She spent a number of years with Nuveen in a marketing role and also served as vice president and executive director of a local foundation assisting Colorado high school graduates with obtaining funds for college.
Cheryl studied business administration at the University at Colorado in Boulder, with an emphasis in finance.
Cheryl has a son who is also in the financial services industry after graduating from the University of Colorado in 2015. She is an avid skier, a huge Bronco fan, and enjoys spending time hiking with her dogs. In her spare time, she is involved in video production and graphic design for various youth sports organizations and for special event celebrations.