Sheree Mapp

Investment Operations Manager

Professional

Ms. Sheree Mapp serves as Investment Operations Manager at Cornerstone. 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. Ms. Mapp provides comprehensive account support services including responding to client inquiries and processing distributions as needed.

Experience

Prior to joining Cornerstone in 2008, 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.

Education

Previously Series 7, Series 63 and Series 65 licensed