Senior Financial Administration Consultant
For more than 15 years, Cheryl Gregor has served ultra-high-net-worth clients, providing a variety of personalized banking and financial administration support. At Callan Family Office, she supports account teams through a broad mix of functions, including reconciling transactions, preparing and maintaining accounting records, and managing cash-flow forecasting for investment portfolios, among other responsibilities.
Previously, Cheryl was a senior operational accountant at Abbot Downing, Wells Fargo’s ultra-high-net-worth management business, where she handled a variety of reporting, as well as general ledger bookkeeping, including monitoring all daily cash and credit card activity, bill processing and reconciling all cash, credit cards and investment accounts. She began her career as an audit/tax associate at Eide Bailly LLP, assisting in audits of healthcare, manufacturing and nonprofits.
Cheryl earned her bachelor’s degree in accounting from St. Cloud State University’s College of Business in Minnesota.
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