Manager, Custodian Relations and Client Accounts
Cathie serves as the primary point of contact with our custodians, Charles Schwab, Fidelity, and TD. She oversees account administration and helps the wealth managers respond to clients’ requests related to money movement and account opening and titling.
Cathie graduated summa cum laude from Temple University with a B.S. in Business Administration. Before joining the Sage team, she spent 20 years as an administrative consultant to Keystone Shipping Company, where she was the interface between the executive department and all company personnel, clients, and vendors. She also assisted the accounting department, reconciling ships’ accounts and performing payroll and benefits audits.
What inspires you about your job?
Knowing that doing my job well is important to the delivery of great client service.
What particular qualities do you have that contribute to the Sage team and the client experience?
Thoroughness and a desire to keep improving.