Sheila Jerde
Client Services Associate
12 years experience

Sheila joined the firm in November, 2000 as a member of the operations team performing daily reconciliations of mutual funds, monthly account reconciliations, and processing trade confirmations. In February, 2007 Sheila moved to the client servicing team providing assistance to clients with account requests. Sheila works with Institutional clients by preparing monthly and quarterly account reporting and meeting any request they may have. She continues weekly and monthly account reconciliations. Sheila also provides assistance to the chief compliance officer, head trader and the financial planning team.

Before beginning her career with Mastrapasqua, Sheila was an administrative assistant to commercial loans officers at US Bank; prior to that she was a Personal Banker at US Bank.