Cheryl Wellman Brings Deep Expertise to AccountTECH
Cheryl Wellman, CPA, has recently joined AccountTECH, marking a significant move aimed at spearheading a new initiative focused on elevating CFO accounting skills. With an impressive background as the former vice president of operations at a leading real estate firm, Wellman's transition into AccountTECH promises to bring valuable insights and training programs for both staff and clients.
A Distinguished Career in Finance
Wellman's career took off in Rochester, New York, where she earned her CPA license and established herself as the president of the New York State Society of CPAs. Her leadership role laid the groundwork for her reputation as a strong advocate for financial excellence and professional standards.
Throughout her career, Cheryl has worked with notable companies, including The Lutgert Companies and The Bonita Bay Group, which provided her with extensive experience in real estate development, hotel management, and construction finance. These roles enriched her understanding of the intricacies involved in managing the financial operations of large organizations.
Leadership at Premier Sotheby's International Realty
In 2011, Wellman took on the role of corporate controller at Premier Sotheby’s International Realty. Her commitment and skill led to her promotion to vice president of operations, a position she held for over a decade. During her tenure, she skillfully managed the company’s finances, directing operations through significant growth periods. Her responsibilities included overseeing agent services, rental operations, and ensuring that rigorous compliance with regulations was upheld.
Working alongside industry leaders like Budge Huskey, currently CEO of Premier Sotheby’s, Wellman gained insights into high-level decision-making and strategic planning. Her experience allowed her to develop a robust skill set, including navigating complex financial questions and fostering collaboration across various departments.
Future Plans with AccountTECH
Mark Blagden, the CEO of AccountTECH, expressed his enthusiasm regarding Cheryl's joining the team. He remarked, “Cheryl stands out as a finance professional with both deep knowledge and the ability to teach essential accounting skills. Our aim is to enhance our personalized client support with her expertise in CFO-level training.”
This new initiative at AccountTECH aims to ensure that the entire team is equipped with the necessary skills to address complex financial queries that may arise during onboarding and training. Wellman’s role is not limited to internal training; she will actively support real estate brokerage leaders who are seeking to explore growth opportunities or increase operational efficiencies.
Connecting with AccountTECH
Cheryl Wellman’s addition to AccountTECH is not just a hiring; it signals a renewed commitment to client development and superior service standards. Wellman will be readily available to guide and support brokers and business leaders as they navigate the evolving landscape of real estate finance.
For those interested in learning more about what AccountTECH has to offer or who want to connect for support regarding financial strategies, the team is eager to assist. You can reach them at (978) 947-3600 or visit their official site for more information.
Frequently Asked Questions
What role does Cheryl Wellman have at AccountTECH?
Cheryl Wellman is leading a new initiative focused on developing CFO-level accounting skills for the staff and clients at AccountTECH.
What was Cheryl Wellman's previous role before joining AccountTECH?
Before joining AccountTECH, Cheryl was the vice president of operations at Premier Sotheby’s International Realty.
How will Wellman's experience benefit AccountTECH clients?
Her extensive experience in real estate finance and operations is expected to enhance the training programs for CFO accounting skills, ultimately benefiting clients during onboarding.
What are the goals of the new initiative at AccountTECH?
The goal is to equip the team with the expertise to handle complex financial inquiries and improve client support and onboarding processes.
How can brokerage leaders connect with Wellman?
Brokerage leaders can contact Wellman directly for advice on operational efficiencies and growth opportunities as part of her new role at AccountTECH.
