Meg focuses on relationship management and creating innovative business solutions for the firm’s alternative asset clients. In addition to managing institutional and individual client service groups, she plays a critical role in improving operations for existing processes and services, as well as in helping to design or customize solutions for unique custody situations, such as peer-to-peer lending.Meg has over 25 years of experience in the financial services industry with a strong background in securities, operations, and client services. Prior to joining Millennium Trust, she was a senior project analyst for William Blair & Company’s investment management business and held senior management positions with IAC Securities and Stein Roe Mutual Funds.She holds a bachelor’s degree in accounting from Miami University of Ohio.
Like what you see? Make sure you're getting it all
Tax Pro Today is the leading information resource for tax preparers and tax professionals – serving the community of practitioners who provide tax preparation, planning and consulting services to individuals and small businesses.