Save, Grow and Preserve your Assets with Cheryl Underwood
Join us for a virtual MLC Lean coffee chat!
Virtual | January 20, 2023 | 8:30am - 9:30am
Presenter: Cheryl L. Underwood
Executive Director – Investments
Cheryl L. Underwood is an Executive Director – Investments at Oppenheimer & Co. Inc. (“Oppenheimer”), a highly respected, leading full-service brokerage and investment bank with a 140 year history and over $90 billion client assets under administration. Cheryl has helped clients achieve their financial goals and aspirations for more than 20 years with her experience in retirement/pension plans and investments.
Cheryl provides financial and investment advice helping clients to invest, grow, and preserve assets based on their individual needs and objectives. Her office is centrally based in East Lansing, Michigan, to assist individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, municipalities, and institutions throughout the country. She is a seasoned investment professional uniquely well-versed with many years of experience advising institutions as well as individuals in wealth management.
Connect, Share, and Collaborate with your MLC network
What is a Lean Coffee Chat?
It's an open atmosphere to discuss all things Lean, share professional challenges people are experiencing in their Lean journey, and network with like-minded peers.
Pros to attending a coffee chat:
- Leverage our MLC membership knowledge base
- Focus on implementation of Lean tools
- Opportunity to network
- Share best practices
- Stay connected with other MLC members
Non MLC members welcome too.
