Margaret Sadler
Baltimore,MD
Summary
Senior financial operations leader with 20+ years of experience managing global trade operations, investment accounting, and cross-functional teams. Known for building high-performing departments, leading operational transformations, strengthening internal controls, and improving accuracy, efficiency, and audit readiness. Expert in trading operations oversight, portfolio accounting, reconciliations, and policy development. Proven ability to collaborate across brokers, custodians, trading desks, and executive leadership.
Overview
27
27
years of professional experience
Work History
Sr. Vice President, Trade Operations Manager / Sr. Global Portfolio Accountant
Lasalle Investment Management
01.2016 - Current
- Lead and develop the Trading Operations team, including coaching, performance management, recognition, and succession planning.
- Oversee daily trading activity in the Order Management System (OMS); serve as primary escalation point for brokers, custodians, and trading desks.
- Establish and enforce operational policies and procedures to reduce risk, minimize errors, and ensure audit compliance.
- Manage new account, broker, and market/country setups; resolve complex processing issues.
- Oversee corporate actions, wire processing, reconciliations, and operational reporting.
- Manage buy-in risk and coordinate with external parties to ensure timely resolution.
- Lead audits (internal, external, and regulatory), producing documentation and detailed control explanations.
- Direct technology initiatives, system upgrades, and operational conversions.
Investment Systems & Operations Supervisor
1919 Investment Counsel
01.2010 - 01.2016
- Supervised Operations Analysts; managed workflow, training, and issue escalation.
- Oversaw outsourced account reconciliation and validated accuracy of all positions.
- Ensured correct setup and maintenance of accounts across equities, fixed income, mutual funds, ETFs, options, and REITs.
- Processed corporate actions (spinoffs, mergers, splits) with precision and timeliness.
- Managed daily pricing and security master data using multiple data sources.
- Supported system implementations and new client onboarding.
- Participated in internal and external audits, providing documentation and explanations.
- Delegated tasks, tracked progress, and communicated status to leadership.
Team Lead
Legg Mason
01.2006 - 01.2010
- Led a team of analysts, serving as primary escalation contact for operational issues.
- Ensured accuracy of daily holdings and transaction reconciliations across multiple systems.
- Provided guidance on processes, procedures, and workflow execution.
- Drove performance management and productivity across the team.
Sr. Portfolio Administrator
Legg Mason
01.2004 - 01.2006
- Delivered operational support for fee-based accounts for internal and external clients.
- Validated account records, processed fees, and resolved discrepancies.
Network Supervisor
Legg Mason
01.2003 - 01.2004
- Monitored order flow to exchanges, ensuring best execution for equity and option trades.
- Worked directly with exchanges to resolve order and trade issues.
Operations Specialist
Legg Mason
01.1999 - 01.2003
- Reconciled equity, fixed income, and options positions.
- Researched and corrected billing errors.
Education
B.A. - History
Loyola University Maryland
01.1999
Skills
- Trade Operations Management
- Global Portfolio Accounting
- Audit Leadership & Regulatory Readiness
- Operational Risk Management
- Team Leadership, Coaching & Talent Development
- Policy, Procedure & Controls Development
- Technology Implementation & System Conversions
- Client, Broker & Custodian Relationship Management
- Corporate Actions Processing
- Data Integrity, Reporting & Reconciliation Oversight
Timeline
Sr. Vice President, Trade Operations Manager / Sr. Global Portfolio Accountant
Lasalle Investment Management
01.2016 - Current
Investment Systems & Operations Supervisor
1919 Investment Counsel
01.2010 - 01.2016
Team Lead
Legg Mason
01.2006 - 01.2010
Sr. Portfolio Administrator
Legg Mason
01.2004 - 01.2006
Network Supervisor
Legg Mason
01.2003 - 01.2004
Operations Specialist
Legg Mason
01.1999 - 01.2003
B.A. - History
Loyola University Maryland