Margaret McVan Email & Phone Number
Vice President Onboarding and Customer Service @ WAO Fintech
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Margaret McVan Location
- Waco, TX, US
Margaret McVan Work
- Vice President Onboarding and Customer Service @ (August 2024 - Present)
- Vice President, Client Experience @ (July 2021 - September 2024)
- Director of Client Experience @ (October 2010 - July 2021)
- Assistant Supervisor Client Services @ (July 2009 - October 2010)
- Senior Representative - Operations @ Sterling Trust Company (June 2005 - July 2009)
- Accounting Clerk @ Sterling Trust Company (April 2001 - June 2005)
Margaret McVan Education
- St. Edward's University
- Western Governors University
Bachelor of Science - BS (Business Administration, Management and Operations)
- Western Governors University
Bachelor of Science - BS (Business Administration and Management, General)
Margaret McVan Skills
- API Development
- API Testing
- Accounting
- Agile and Waterfall Project Management
- Alternative Investments
- Asset Management
- Business Development
- Business Process Improvement
- Business Relationship Management
- Client Development
- Client Relations
- Client Services
- Collaborative Leadership
- Communication
- Conflict Resolution
- Cross Functional Relationship Building
- Customer Service
- Customer Success
- Employee Training and Development
- Executive Team
- Financial Analysis
- Financial Services
- Institutional Investments
- Investment Brokerage
- Investment Properties
- Investments
- Key Account Relationship Building
- Key Performance Indicators
- Leadership
- Management
- Metrics Reporting
- Microsoft Excel
- Microsoft Word
- New Business Development
- New Business Set-up
- Operational Efficiency
- Operations Management
- Project Management
- Project Status Reporting
- Quality Assurance
- Quality Control
- Relationship Building
- Relationship Development
- Remote Team Management
- Reporting & Analysis
- Resource Allocation
- Retail Brokerage
- Sales
- Strategic Planning
- Structured Investments
- Team Building
- Team Leadership
- Team Performance
- Test Automation
- Wealth Management
- Web Services API
Margaret McVan Summary
- Margaret McVan, based in Waco, TX, US, is currently a Vice President Onboarding and Customer Service at WAO Fintech. Margaret McVan brings experience from previous roles at STRATA Trust Company, Equity Trust Company and Sterling Trust Company. Margaret McVan holds a St. Edward's University. With a robust skill set that includes API Development, API Testing, Accounting, Agile and Waterfall Project Management, Alternative Investments and more. Margaret McVan has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Margaret McVan?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co