
Introducing Megan: Our In-House Business Development Expert
Meet Megan, our very own business development enthusiast! Megan is passionate about all things business development and can handle any task thrown her way. Need a marketing plan for the upcoming year? Megan will take care of it. Want to plan your succession? Look no further than Megan. She completed her Bachelors of Science in Finance from the State University of New York, College at Brockport and later pursued her MBA from Canisius College in Financial Services, proving that she's always hungry for more knowledge. Megan holds several licenses, including Series 7, 24, 52, and 63, as well as Life/Health licenses. When she's not busy conquering the finance world, Megan can be found baking, reading, or enjoying the great outdoors with her family. She's always eager to learn more and is often found engrossed in compliance articles, because why not?