Joining the team in 2018, Meghan brings excellent time management, prioritization, and multitasking abilities from her previous career as operations co-ordinator. Her years of experience in customer service allows her to embrace and understand the importance of quality and professionalism in the delivery of our services.
Meghan has attained a great understanding of investment administrative processes to better serve clients and the team. Her strong performance in a high-volume, high-pressure environment is quite impressive. Meghan plays an essential support role to the team and is responsible for overseeing daily client administrative needs. Her diligence in these roles help to ensure that each client receives the exceptional attention they deserve.