Sales at Whitney + Winston @ (December 2015 - April 2016)
Senior Client Support Associate @ (March 2014 - December 2015)
Client Implementation Associate @ (August 2011 - February 2014)
Senior Transfer Agent Operations Representative @ (February 2008 - August 2011)
Control Accountant @ (September 2006 - February 2008)
Customer Service Representative @ (April 2005 - August 2006)
Student Manager @ (September 2004 - May 2006)
Admissions Ambassador Coordinator @ (September 2005 - December 2005)
Sales Associate @ (May 2004 - January 2005)
Meghan McClafferty Education
Emmanuel College (Boston)
(Business Administration, Management, Business Administration and Management)
2003-2006
Burr and Burton Academy 1999-2002
Meghan McClafferty Skills
Customer Service
Analysis
Microsoft Office
Microsoft Excel
Mutual Funds
Sales
Event Planning
PowerPoint
Management
Microsoft Word
Outlook
Auditing
Accounting
Account Reconciliation
Onboarding
Financial Services
Social Media
Investments
Equities
Communication
Labelling
Process Review
Customer Relations
VIP
Executive Management
Retail
Helpful
Fidelity
Business Services
Hotels
Operations
Hearing
Real Estate
Business Partners
Restaurants
Project Planning
Reporting
Paper
Shopping
Presentations
Country
Meghan McClafferty Summary
Meghan McClafferty, based in Boston, MA, US, is currently a Assistant Vice President, Client and Marketing Communications at Martingale Asset Management. Meghan McClafferty brings experience from previous roles at Crush Boutique, State Street Global Advisors and Fidelity Investments. Meghan McClafferty holds a 2003 - 2006 Emmanuel College (Boston). With a robust skill set that includes Customer Service, Analysis, Microsoft Office, Microsoft Excel, Mutual Funds and more. Meghan McClafferty has 3 emails and 1 mobile phone numbers on RocketReach.
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