Cheryl Sun is an Analyst with AdvicePeriod. In this role, she is a member of the client relationship management team where she assists the Advisors in fulfilling client requests and portfolio needs.
Prior to joining AdvicePeriod, Cheryl worked in the Client Advisory Group at Bessemer Trust. Before joining Bessemer Trust, she worked within Merrill Lynch Wealth Management.
Cheryl graduated from the University of Southern California (USC) where she received a Bachelor of Science degree in Business Administration. In her free time, she enjoys cooking, baking, and reading.