Client Service Associate
Sheryl Lucky is a dynamic and accomplished professional with extensive experience across multiple industries. She is a licensed real estate agent and has made significant contributions in banking, marketing, and business development.
Sheryl spent nearly nine years at Capital One, where she excelled as a Relationship Banker and Branch Ambassador. During her tenure, she built strong client relationships and provided exceptional service, earning a reputation for her dedication and expertise. Before this, she served as Senior Account Executive at Reynolds Radio, where she played a crucial role in driving sales and increasing brand visibility.
In addition to her career in real estate and banking, Sheryl has held positions in marketing and business development management, where she utilized her strategic thinking and creative problem-solving skills to achieve business growth and client satisfaction.
Sheryl holds an MBA in Business Management and Marketing, equipping her with a solid foundation in leadership and strategic planning. Her academic and professional journey is complemented by active involvement in various organizations and societies, including:
With her diverse background and unwavering commitment to excellence, Sheryl Lucky continues to make a significant impact in every endeavor she undertakes.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Eagle Capital Advisors are not affiliated companies.
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