Client Service Associate
Megan joined IIS Financial after ten years in sales and customer service.
She recently passed the FINRA SIE (Securities Industry Essentials) exam and is excited to start a career in financial services. Megan’s primary focus at IIS Financial will be supporting the firm with operations, marketing, servicing client accounts and day-to day tasks. She enjoys meeting and working with people and is looking forward to her new role as Client Service Associate for the IIS Financial team.
Megan grew up in Maine and went to college in New York, earning a bachelor’s degree in Hospitality Management from the Culinary Institute of America.
In her free time, she loves walking on the Eastern Trail, snowshoeing, reading, and cooking.