Cherie Delaney
Senior Reporting Associate
Cherie is responsible for supporting the Beacon Pointe integration and operations teams to provide data reporting assistance. Her duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting/CRM systems following new office acquisitions. Cherie has over two decades of operations experience, having worked at both trust & estates law firms and RIAs. Prior to joining Beacon Pointe, Cherie worked at North American Management for 14 years before the firm was acquired by Wealth Enhancement Group in 2021. Cherie loves the challenge of analyzing data & reconciling it to the penny, automating reporting, and writing very meticulous procedure manuals. Outside of the office, Cherie loves to read, work out at Hotworx, ride her bike on the NH trail rail, and spend time with her husband & fuzzy children.
