Client Service Associate
Megan has background experience in many different areas of the Financial Industry including trading, compliance, data analysis, reporting, and client services. She enjoys assisting back-office operations to help the process go smoothly for advisors and clients. She is always looking to improve processes and provide a better client experience. Megan is responsible for client actions, requests, and account maintenance.
What are 3 words that people use to describe you?
"Positive, Diligent, Conscientious"
When you are not in the office, what are you most passionate about?
"You can find me on the golf course, hiking, local events or stopping by a community market. I love spending time with my family, especially nieces and nephews. I also volunteer with animal organizations, community charities and help facilitate organ transplant support groups. "