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Sheryll Yee

Sheryll Yee

Retirement Consultant - Retirement Consulting Services - San Diego Team

Sheryll joined Commonwealth in January 2011 as a retirement operations specialist and in March 2015 transitioned to the Retirement Consulting Services team as a retirement consultant. In this role, she provides technical and strategic business support for advisors working with individual IRAs, employer-sponsored IRA plans, and employer-sponsored qualified plans. Prior to joining Commonwealth, Sheryll worked at First Allied Securities as a compliance summer intern and then for three years as a supervision analyst associate in the firm’s supervision department. Throughout college, she worked for a small broker/dealer as an office assistant. Sheryll graduated from Cal State San Marcos with a BS in marketing. Her interests and hobbies include music and spending quality time with family and friends. One of her goals in life is to travel, and although she hasn’t made any progress in that area, she hopes to do so soon.