Professional Staff

Administrator of Client Services

Cheri A. Billiet

Cheri Billiet is an Administrator of Client Services with Banta Asset Management. Cheri brings with her over 17 years of client services experience in the financial industry. Prior to joining the Banta firm, Cheri worked for Wealth Management Network in Newport Beach, California, functioning as an Executive Assistant, performing a variety of client services, marketing, and addressing business development goals. She also acquired further experience employed as an Executive Assistant and Office Manager for Maxwell & Company CPAs in Irvine, California. Cheri successfully performed a variety of administrative and client related services that supported the corporation's business objective.

Cheri joined the Banta Team in January 2013. Her primary responsibilities include initiating and monitoring various operational functions and performing client services. Cheri is committed to providing seamless client service support to ensure Banta clients receive exceptional service. You will likely hear her friendly voice when you call the Banta phone line.

Cheri has been happily married for 20 years to her husband Brian. They have two beautiful children. In her free time, she enjoys photography/scrapbooking, doing DIY projects at home, vacationing anywhere warm and beachy, and cheering on her children at their various sporting events.

cheri@bantaassetmanagement.com

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