Margaret Doherty Email & Phone Number
Investor Services Assistant Manager @ CLA (CliftonLarsonAllen)
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Margaret Doherty Location
- Phoenixville, PA, US
Margaret Doherty Work
- Investor Services Assistant Manager @ (July 2024 - Present)
- Investor Services Senior @ (August 2022 - July 2024)
- Associate Manager @ (July 2022 - August 2022)
- Senior Investor Services Associate II @ (July 2021 - July 2022)
- Investor Relations Associate @ (November 2019 - July 2021)
- Operations Analyst @ (October 2018 - November 2019)
- Corporate Social Responsibility and Sustainability Intern @ (May 2017 - August 2017)
- Treasurer @ Initiatives for Democracy (September 2016 - January 2017)
- Vice President Finance @ (November 2015 - January 2017)
- Care Manager @ (May 2016 - December 2016)
- Employee @ Scoops Ice Cream Shop (May 2015 - August 2015)
- Research Intern @ (June 2013 - July 2013)
Margaret Doherty Education
- Susquehanna University
Bachelor's degree (B.S.) (Business Economics, Minor: International Studies - Sustainable Development)
2014-2018 - Downingtown STEM Academy
High School Diploma
2011-2014
Margaret Doherty Skills
- Allvue
- Analytical Reasoning
- Cooperation
- Customer Service
- Event Planning
- Investran
- Juniper
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Power Query
- Microsoft PowerPoint
- Microsoft Word
- PowerPoint
- Process Improvement
- Public Relations
- Public Speaking
- Research
- Social Media
- Teamwork
- Technical Writing
- Time Management
- Yardi
Margaret Doherty Summary
- Margaret Doherty, based in Phoenixville, PA, US, is currently a Investor Services Assistant Manager at CLA (CliftonLarsonAllen). Margaret Doherty brings experience from previous roles at CLA (CliftonLarsonAllen) and Ultimus LeverPoint Private Fund Solutions. Margaret Doherty holds a 2014 - 2018 Bachelor's degree (B.S.) in Business Economics, Minor: International Studies - Sustainable Development @ Susquehanna University. With a robust skill set that includes Allvue, Analytical Reasoning, Cooperation, Customer Service, Event Planning and more. Margaret Doherty has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Margaret Doherty?
Find contact details for 700 million professionals.
Top CLA (CliftonLarsonAllen) Employees
Alan Degrand
CFO and Controller
Farmington, MN, US
Ray Price Jr.
Chief Financial Officer
Charlotte, NC, US
Katherine Moyer
CFO
Stroudsburg, PA, US
Angela Loewen
Chief Financial Officer
White House, TN, US
Eric Mason
Chief Financial Officer CAAS-SLG
Boston, MA, US
Andre Creighton
Chief Financial Officer (CAAS Technology)
Saint Michael, MN, US
Kirthi Mani
Chief People Officer
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co