Megan B. Email & Phone Number
Financial Advisor @ California Wealth Transitions, Inc.
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Megan B. Location
- Boston, MA, US
Megan B. Work
- Financial Advisor @ (January 2026 - Present)
- Client Relationship Manager @ (April 2025 - December 2025)
- Manager, Environmental Sustainability - Americas @ (November 2023 - January 2025)
- Executive Assistant @ (May 2017 - November 2023)
- Event Sales @ (November 2016 - May 2017)
- Event Planner @ (June 2016 - November 2016)
- Event Manager and Operations Assistant @ (October 2014 - June 2016)
- Project Lead and Board Memeber @ Sustainable Ballard (November 2015 - April 2017)
- Volunteer @ Sustainable Ballard (December 2014 - November 2015)
- Assistant Manager @ HF Bar Ranch (June 2014 - September 2014)
- Shift Supervisor @ (November 2013 - June 2014)
- Environmental Sustainability Intern at Lake Crescent Lodge @ (June 2012 - October 2012)
Megan B. Education
- University of Washington
Certificate in Business Administration (Business Administration and Management, General)
2019-2019 - Gonzaga University
Bachelor of Arts (Bachelor of Arts in Environmental Studies, Minor in Philosophy)
2008-2012 - Gonzaga In Florence
Study Abroad Program
2010-2011
Megan B. Skills
- Critical Thinking
- Customer Service
- Environmental Education
- ISO 14001
- Time Management
- Project Management
- Teamwork
- Communication Skills
- Retail Sales
- Budgets
- Sustainability
- Environmental Awareness
- Leadership
- Management
- Customer-focused Service
- Communication
- Event Planning
- Event Management
- Budget Management
Megan B. Summary
- Megan B., based in Boston, MA, US, is currently a Financial Advisor at California Wealth Transitions, Inc.. Megan B. brings experience from previous roles at California Wealth Transitions, Inc., Expeditors and The City Catering Company. Megan B. holds a 2019 - 2019 Certificate in Business Administration in Business Administration and Management, General @ University of Washington. With a robust skill set that includes Critical Thinking, Customer Service, Environmental Education, ISO 14001, Time Management and more. Megan B. has 3 emails and 1 mobile phone numbers on RocketReach.
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