Megan Email & Phone Number
Financial Advisor @ C&A FINANCIAL GROUP
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Megan Location
- New York, NY, US
Megan Work
- Financial Advisor @ (January 2021 - Present)
- Operations Manager @ The Tax and Financial Center (June 2015 - September 2020)
- Operations Manager and Financial Advisor @ North East Wealth Management (June 2015 - September 2020)
- Art Department Coordinator @ (January 2012 - January 2014)
- Art Dept Coordinator @ Warner Bros. (Horizon Scripted Television) (January 2011 - January 2011)
- Art Dept Coordinator @ (January 2010 - January 2011)
- Art Dept Coordinator @ Pacific 2.1 Entertainment Group (January 2009 - January 2010)
- Assistant to the Art Director @ (January 2008 - January 2008)
- Legal Assistant @ Law offices of Vatche Chorbajian (January 2004 - January 2008)
Megan Education
- New York University
Certificate of Financial Planning
2019-2019 - University of San Diego
BA of Arts (and Sciences; Humanities)
2004-2008 - University of San Diego
Bachelor's degree (Multi/Interdisciplinary Studies, Business Administration)
Megan Skills
- Advisory Services
- Art
- Baking
- Business Continuity Planning
- Cash Flow Analysis
- Cash Flow Management
- College Funding Strategies
- Customer Service
- Disability Insurance
- Estate Planning
- Family Wealth Management
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Health Insurance
- Hiking
- Hold Series 7
- Insurance
- Life & Health Insurance Licenses
- Life Insurance
- Mac
- Management
- Microsoft Excel
- Microsoft Office
- Organic Gardening
- Personal Financial Planning
- Photoshop
- Physicians
- Reading
- Real Estate
- Retirement Planning
- Series 66
- Television
- Wealth Management Services
- Young Families
- Young Professionals
- Social Media
- Video Production
- Sales
- Event Planning
- Advertising
- Video
- Social Networking
- Entertainment
- Editing
- Social Media Marketing
- Film
- Film Production
Megan Summary
- Megan, based in New York, NY, US, is currently a Financial Advisor at C&A FINANCIAL GROUP. Megan brings experience from previous roles at The Tax and Financial Center, North East Wealth Management, ABC Television and Warner Bros. (Horizon Scripted Television). Megan holds a 2019 - 2019 Certificate of Financial Planning @ New York University. With a robust skill set that includes Advisory Services, Art, Baking, Business Continuity Planning, Cash Flow Analysis and more. Megan has 2 emails and 2 mobile phone numbers on RocketReach.
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