Client Service Associate
Meghan is a Client Service Associate at Proficio Capital Partners. In her role, Meghan is a critical member of the relationship management team helping to service our families across multiple functions. She is involved in all aspects of the client journey including onboarding, reporting, asset movement and operations, and investor portfolio reviews.
Meghan has over five years of financial services experience and prior to joining Proficio she was a Senior Associate Consultant with Putnam Investments. While at Putnam, Meghan was responsible for a sales territory where she maintained new and existing client relationships for over four years. Prior to that, Meghan was with John Hancock as a member of their Annuities Processing team where she was responsible for client requests and execution.
Meghan graduated from the University of New Hampshire in the Paul College of Business & Economics with a Bachelors of Science in Finance and Management
Outside the Office
Meghan was born and raised in Andover, MA. Outside of the office she enjoys traveling, cooking, fitness and spending time with family and friends. Meghan has been an active member of the Margaret Okari Children’s Foundation for over 10 years as an advocate and fundraiser for over 230 orphan children in Kenya, Africa. Today, Meghan lives in the Greater Boston area.