Senior Manager, Investment Reporting
As part of the investment reporting team, Maureen is responsible for producing portfolio performance reports ahead of client review meetings. She also manages monthly invoicing for clients and performs trading.
Before joining Sage in 2012, Maureen spent 2 years working in sales reporting support and 8 years working as a relationships manager for asset management firms.
Maureen graduated from Cabrini College with a B.S. in Mathematics.
What inspires you about your job?
Feeling valued as a member of the firm.
What particular qualities do you have that contribute to the Sage team and the client experience?
I am self-motivated and able to ensure a rapid turnaround on reporting.