Megan Trask Email & Phone Number
Partner @ Connecticut Wealth Management, LLC
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Megan Trask Location
- Farmington, CT, US
Megan Trask Work
- 2022 - now Partner @
- 2020 - 2021 Managing Advisor and Director of Investment Committee @
- 2017 - 2020 Senior Financial Advisor @
- 2013 - 2017 Portfolio Manager and Financial Planning Coordinator @
- 2011 - 2013 Client Service Associate @
- 2010 - 2011 Fund Accountant @
- 2010 - 2010 Portfolio Application Support Anaylst @
- 2010 - 2010 Research Analyst Intern @
Megan Trask Education
- Boston University
Certificate (Financial Planning)
2013 - 2015 - Isenberg School of Management, UMass Amherst
Bachelor of Business Administration (Finance, General)
2006 - 2010
Megan Trask Skills
- Bloomberg
- Mutual Funds
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Customer Service
- Bloomberg Terminal
- Fixed Income
- Fund Accounting
- Equities
- Valuation
- Accounting
- Investments
- PowerPoint
- Financial Analysis
- Salesforce.com
- Event Planning
- Asset Managment
- Social Media
- Finance
- Capital Management
- Planning
- Financial Planning
Megan Trask Summary
- Megan Trask, based in Farmington, CT, US, is currently a Partner at Connecticut Wealth Management, LLC. Megan Trask brings experience from previous roles at Connecticut Wealth Management, LLC and Reynders, McVeigh Capital Management, LLC.. Megan Trask holds a 2013 - 2015 Certificate in Financial Planning @ Boston University. With a robust skill set that includes Bloomberg, Mutual Funds, Microsoft Excel, Microsoft Office, Microsoft Word and more. Megan Trask has 2 emails and 1 mobile phone numbers on RocketReach.
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