Ms. Sheree Mapp joined the Cornerstone team in 2008 as the Operations Manager. She is responsible for all general operations duties including the opening of new accounts and funding of these accounts. She assists the Chief Investment Officer with allocation and rebalancing of accounts, execution of trades and customized reporting. Addtionally, she assists clients, processes distributions as needed, and serves as our Anti-Money Laundering (AML) Officer.
Prior to Cornerstone, Ms. Mapp's experience in the financial industry was with Nuveen Investments and Merrill Lynch. At Nuveen, she gained knowledge in the area of Operations and also served as the Executive Assistant to the Managing Director of the National Nuveen Sales Team. In her role with Merrill Lynch, Ms. Mapp served as an Administrator in the Retirement Services area. Her role included general Operations and processing of distributions for large company retirement plans.
Previously Series 7, Series 63 and Series 65 licensed