Sheri L. Bailey

Manager, Portfolio Accounting and Reporting
Sheri manages the operations team responsible for The Milestone Group’s accounting system, reporting and risk monitoring functions.  Since joining The Milestone Group, Sheri has worked in administrative, client service and operational roles, including managing The Milestone Group’s cost basis and portfolio accounting system. She brings a wide range of information technology and customer service experience along with her enthusiasm and commitment to providing exceptional service to our clients. Her personable style and responsiveness are invaluable to The Milestone Group. 
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