Administrative and Financial Assistant
Ms. Safran attended Indiana University of Pennsylvania for Journalism, specializing in written and oral communications. Prior to joining PWR Planners in January 2015, Cherie worked as an Executive Assistant and Customer Coordinator. These positions helped her recognize her potential and ability for operating in an environment that demands organization, multitasking, precision, time management,and excellent customer care.
Serving as Administrative and Financial Assistant, some of Cherie’s responsibilities include completing client paperwork, maintaining and updating the company’s client database, client correspondence, and meeting preparations. She’s quickly and enthusiastically expanding her knowledge of the financial industry through the mentorship of her superiors. Ms. Safran's role allows her to cultivate her desire for helping others and engaging with different people on a daily basis.
When not at the office, Cherie prefers spending time with her dog, Lucy. She enjoys kayaking, hiking, camping, and sitting around a bonfire. She also has an active passion for photography. She attributes her outgoing demeanor, open-mindedness, and positive outlook to the years she spent traveling the country experiencing diverse walks of life.