Margaret Doherty Email and Phone Number
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Experienced Investor Services Assistant Manager with a focus in private equity and real estate. Wide-range of experience including strategy development, policy writing, trade reconciliation, and stakeholder engagement.
Cla (Cliftonlarsonallen)
View- Website:
- claconnect.com
- Employees:
- 5763
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Investor Services Assistant ManagerCla (Cliftonlarsonallen) Jul 2024 - PresentPhiladelphia, Pennsylvania, United States -
Investor Services SeniorCla (Cliftonlarsonallen) Aug 2022 - Jul 2024 -
Associate ManagerUltimus Leverpoint Private Fund Solutions Jul 2022 - Aug 2022Philadelphia, Pennsylvania, United States -
Senior Investor Services Associate IiUltimus Leverpoint Private Fund Solutions Jul 2021 - Jul 2022Philadelphia, Pennsylvania, United States -
Investor Relations AssociateUltimus Leverpoint Private Fund Solutions Nov 2019 - Jul 2021Greater Philadelphia Area -
Operations AnalystSei Oct 2018 - Nov 2019Oaks, Pa- Reconciles daily cash movements and positions for hedge funds through Frontier and Geneva.- Engages with the Portfolio and Fund Accounting teams to understand the client’s fund structure and improve efficiency.- Communicates with the Administration, Trade Communicator and Cleared Settlements teams to ensure data processes. -
Corporate Social Responsibility And Sustainability InternWest Pharmaceutical Services May 2017 - Aug 2017Exton, Pa- Editing and writing a Carbon Disclosure Report for the 2016 calendar year.- Analyzing a Cost Analysis for energy usage to reduce emissions and improve efficiency.- Writing and implementing Solid Waste Reduction Policy through recycling, sustainability initiatives, and further capturing of waste data. -
TreasurerInitiatives For Democracy Sep 2016 - Jan 2017Susquehanna University- Managed the organization's budget throughout the Fall semester.- Communicated with the Student Government Association (SGA) for supplies and reimbursements in order to efficiently complete events.
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Vice President FinanceKappa Delta Sorority - Beta Upsilon Chapter Nov 2015 - Jan 2017Susquehanna University- Created and maintained our sorority's $41,000.00 budget and made changes accordingly for a term of one year from November 2015 to November 2016.- Capitalized on the use of payment plans to enhance efficiency of the collection of dues.- Assesses individual officer budgets and expanded on possible uses for the budgets including planned events and additional expenses that might arise.- Maintained a relationship with an Insurance provider to process the chapter's IRS 990.- Financial liaison to Susquehanna University and Kappa Delta Headquarters. -
Care ManagerSunrise Senior Living May 2016 - Dec 2016West Whiteland, Pa- Provides personalized care to senior residents in the reminiscence community of Sunrise based on their individual needs, while acknowledging their respect and dignity. - Is team focused in order to assure our residents' safety and comfort within the community. - Monitors and maintains the residents' specialized diets and complete activities with them to stimulate their creativity and knowledge. -
EmployeeScoops Ice Cream Shop May 2015 - Aug 2015Sea Isle City, New Jersey- Initiated clothing and food sales independently and in a group atmosphere.- Facilitated the training of employees and opened the shop independently.
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Research InternVillanova University Jun 2013 - Jul 2013- Interned at Villanova University in the Thermal and Fluid Engineering Department for Downingtown STEM Academy's junior practicum. - Assisted in the building of a cooling system for computer rooms in order to monitor the heat production and transfer that energy to heat the building.
Margaret Doherty Skills
Margaret Doherty Education Details
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Graduated Cum Laude, Department Award For Outstanding Senior In Economics -
Downingtown Stem AcademyHigh School Diploma
Frequently Asked Questions about Margaret Doherty
What company does Margaret Doherty work for?
Margaret Doherty works for Cla (Cliftonlarsonallen)
What is Margaret Doherty's role at the current company?
Margaret Doherty's current role is Investor Services Assistant Manager at CLA.
What is Margaret Doherty's email address?
Margaret Doherty's email address is ma****@****-fa.com
What schools did Margaret Doherty attend?
Margaret Doherty attended Susquehanna University, Downingtown Stem Academy.
What are some of Margaret Doherty's interests?
Margaret Doherty has interest in Poverty Alleviation, Education, Disaster And Humanitarian Relief.
What skills is Margaret Doherty known for?
Margaret Doherty has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Analytical Reasoning, Technical Writing, Public Speaking, Cooperation, Typing, Teamwork, Time Management, Public Relations.
Who are Margaret Doherty's colleagues?
Margaret Doherty's colleagues are Taylor Moe, Jeremy Hicks, Jacquelyn Benthall, Cpa Mba, Lexi Marquez, Daniel P. Reilly Cpa, Cgma, Jennifer Yoakum, John Hayen.
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2att.net, halloran-sage.com
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Margaret Doherty
Student Athlete At Carnegie Mellon University'S College Of EngineeringHarrisburg, Pa
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