2024 -
now VP, Fund Processing and Client Services @
2024 -
now VP, Fund Processing and Client Services @
2024 -
2024 VP, Fund Processing and Client Services @
2020 -
2024 Assistant Vice President @
2008 -
2020 Vice President, Transfer Agency Services @
Megan Devlin Education
Mount Allison University
Bachelor of Arts (B.A.) (Sociology and Anthropology, Minor in Psychology)
1992
-
1996
North Toronto
na
Megan Devlin Skills
Relationship Management
Wealth Management
Fixed Income
Portfolio Management
Series 7
Securities
Mutual Funds
Series 63
Business Analysis
Business Process Improvement
Leadership
Process Improvement
Customer Service
Strategic Planning
Vendor Management
Financial Risk
Financial Services
Business Relationship Management
Management
PowerPoint
Public Speaking
Business Development
Microsoft Office
Marketing
Megan Devlin Summary
Megan Devlin, based in Toronto, ON, CA, is currently a VP, Fund Processing and Client Services at AGF Investments. Megan Devlin brings experience from previous roles at AGF Investments and Citi. Megan Devlin holds a 1992 - 1996 Bachelor of Arts (B.A.) in Sociology and Anthropology, Minor in Psychology @ Mount Allison University. With a robust skill set that includes Relationship Management, Wealth Management, Fixed Income, Portfolio Management, Series 7 and more. Megan Devlin has 1 emails on RocketReach.
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