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Megan Warren Location
Charlotte, NC, US
Megan Warren Work
2025 -now Vice President - Manager, Client Onboarding @
2025 -now Vice President - Team Lead, Client Onboarding @
2022 -2025 Vice President - Onboarding Specialist @
2016 -2022 Vice President - Client Service Delivery Manager @
2015 -2016 Officer - Senior Representative @
2013 -2015 Custody Client Service Representative @
2012 -2013 Independent Management Consultant @ Professional & Financial Services
Megan Warren Education
Marquette University
Master of Business Administration (MBA) (Finance)
2018-2018
Robert Morris University - Illinois
Bachelor of Business Administration - BBA (Management)
2011
Megan Warren Skills
Event Management
Event Planning
Team Building
Time Management
Customer Service
Analysis
Leadership
Nonprofits
Marketing
Non-profits
Data Analysis
Foreign Exchange
Settlement
Microsoft Office
Financial Audits
Strategic Planning
Logistics
Accounts Receivable
Risk Assessment
Trade Settlements
Portfolio Management
Training
Public Speaking
Management
Financial Analysis
Corporate Governance
Operations Management
Fund Services
Investments
Treasury
Non Profits
Service Delivery
Services
Megan Warren Summary
Megan Warren, based in Charlotte, NC, US, is currently a Vice President - Manager, Client Onboarding at J.P. Morgan. Megan Warren brings experience from previous roles at J.P. Morgan and Northern Trust Corporation. Megan Warren holds a 2018 - 2018 Master of Business Administration (MBA) in Finance @ Marquette University. With a robust skill set that includes Event Management, Event Planning, Team Building, Time Management, Customer Service and more. Megan Warren has 7 emails and 4 mobile phone numbers on RocketReach.
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