Cheryl L. Bartram

Title

Director, Wealth Administration

Education

B.S. in Business Administration from Elizabethtown College; concentrating in Accounting and Management
Graduated from the Central School of Trust and Investment Management

Statement of Service:

Cheryl's extensive experience in the financial services industry started in 1991. Prior to her current position at Abundance, she was a Private Banking Administrator in the start-up of a private banking division for a local Bank in Central PA. She was responsible for developing business relationships with high-net worth individuals and assuring client satisfaction.

While she held the position of an Administrator/Trust Officer, she was influential in the start-up of the trust division where she managed and administered a group of trust accounts.

As a Staff Accountant she performed routine accounting activities such as maintaining the general ledger and preparing various accounting statements, financial reports, and accounts payable and receivable.

Cheryl has been employed with Abundance since August 1999. As the Director of Wealth Administration at Abundance, she directs plans, policies, and procedures that affect operations and wealth administration. Because of her expertise in a variety of the field's concepts, practices, and procedures, Cheryl is responsible for designing and implementing operational systems to streamline the department and maximize revenue.

Through these positions she has gained extensive knowledge in managing trust accounts, settling estates, client and employee relations, sales, marketing, advertising, and accounting.