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Wrong Sheryl Kucer?

Sheryl S. Kucer

Senior Operations Associate

Threshold Group LLC

HQ Phone:  (206) 748-3670

Direct Phone: (267) ***-****direct phone

Email: s***@***.com

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Threshold Group LLC

1415 Western Avenue Suite 600

Seattle, Washington, 98101

United States

Company Description

2016, Threshold Group, LLC,isa family-owned wealth management firm, dedicated exclusively to serving families, individuals and family foundations. It serves clients in more than 35 states. The company provides integrated investment guidance, financial planning...more

Find other employees at this company (99)

Background Information

Employment History

Director, Operations and Reporting

Family Endowment Partners LP


Affiliations

Coho Partners Ltd

Operations and Client Service Associate


Education

BA

English

The George Washington University


Web References(4 Total References)


Meet Our Associates

Sheryl Kucer
Sr. Operations Associate | Philadelphia


Coho Partners, LTD

Sheryl S. Kucer
Investment Operations/Client Relations Associate Sheryl joined Coho Partners, Ltd. in March 2015. She is responsible for client service, administrative and operational support. She has 10 years of experience in the financial industry. Before joining Coho, Sheryl was employed by Family Endowment Partners, LP where she maintained and administered various portfolio management and operation systems. As Director of Operations and Reporting, she was responsible for the accuracy of client data and performance records across all accounts and custodians. She designed and updated the quarterly reporting package provided to clients. Sheryl also worked at Ballamor Capital Management, Inc. for 5 years as an Operations Associate where she performed daily input, system maintenance, and reconciliation of prices, positions, and transactions. In addition, she maintained records and reported performance on all alternative investments across private equity, private debt, real estate, and hedge fund assets. Sheryl is a graduate of George Washington University with a Bachelor of Arts Degree in English. She is a candidate for CFP® certification.


Family Endowment Partners

Sheryl Kucer - Director, Operations and Reporting


http://www.familyendowment.com/sheryl_kucer.php

Sheryl Kucer – Director, Operations and Reporting
Family Endowment Partners Sheryl Kucer Director, Operations and Reporting Email Sheryl Sheryl Kucer is Director of Operations and Reporting located in the Family Endowment Partners Philadelphia office. Sheryl oversees the maintenance of all custodial and private investment data as well as the production and design of all client and performance reporting. Previous Experience Prior to joining Family Endowment Partners, Sheryl worked as an Operations Professional at a Philadelphia, Pennsylvania based wealth management firm. She was responsible for the daily upload of all custodial and private investment data, the creation of quarterly reports, and the execution and processing of client investment paperwork. Education Sheryl earned her BA in English from The George Washington University.


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