Client Advisory

Biography

Shelia is a Principal in the Fort Worth office. She provides administrative support for Partner Jeff Paladini, which includes facilitating and managing the client experience, operations and several charitable endeavors.

Prior to joining Cerity Partners, Shelia worked in a similar capacity for Karsten Advisors. She began her professional career with Bank of America’s international operations under the banner of Community Bank in Okinawa, Japan. Rising through positions in the bank, her final role as Banking Manager included currency conversion management for retail clients, military personnel and U.S. military operations, auditing currency conversion programs and hardware, and managing a staff of client-facing associates.

 

Education

  • Business Management degree from Mineral Area College in Missouri

Highlights

  • Certified Fund Specialist

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