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Megan Location
Duluth, MN, US
Megan Work
VP, Investment Management @ (June 2023 - Present)
Financial Advisor @ (May 2019 - June 2023)
Financial Consultant @ (October 2015 - May 2019)
Specialty Shop Manager @ (May 2011 - August 2015)
Megan Education
University of Minnesota
Bachelor's degree (Economics)
2006-2010
Megan Skills
Listening
Coaching
Collaboration
Relationship building
Investments
Personal Finance
Wealth Management
Client-focused
Megan Summary
Megan, based in Duluth, MN, US, is currently a VP, Investment Management at North Shore Bank. Megan brings experience from previous roles at Ameriprise Financial Services, LLC, Wells Fargo Advisors and Scheels. Megan holds a 2006 - 2010 Bachelor's degree in Economics @ University of Minnesota. With a robust skill set that includes Listening, Coaching, Collaboration, Relationship building, Investments and more. Megan has 1 emails on RocketReach.
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