Sherri’s decades of proven experience managing complex strategic initiatives at Refinitiv and Thomson Reuters position her to deliver innovative, efficient, and fiscally responsible solutions at BetaNXT. Sherri is responsible for strategy, investment decisions, financial budgeting, and analysis of financials, including planning and forecasting to ensure accuracy through financial discipline. In addition, she manages the annual audit and delivers interpretive and predictive financial information to ensure business performance for long-term financial planning.
Working across the organization, Sherri is instrumental in facilitating our vision and has established an investment strategy to increase annual revenue growth, so we can maximize business results at BetaNXT in support of the wealth management firms we serve.