Megan Trask Email & Phone Number
Partner @ Connecticut Wealth Management, LLC
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Megan Trask Location
- Farmington, CT, US
Megan Trask Work
- Partner @ (January 2022 - Present)
- Managing Advisor and Director of Investment Committee @ (January 2020 - December 2021)
- Senior Financial Advisor @ (June 2017 - January 2020)
- Portfolio Manager and Financial Planning Coordinator @ (December 2013 - June 2017)
- Client Service Associate @ (August 2011 - December 2013)
- Fund Accountant @ (August 2010 - August 2011)
- Portfolio Application Support Anaylst @ (May 2010 - August 2010)
- Research Analyst Intern @ (February 2010 - May 2010)
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 2 mobile phone numbers on RocketReach.
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