About
Maggie (Anne)
Maggie assists the wealth management team in providing services to clients, including preparing account applications, asset-transfer forms, and client-specific requests at various custodians. She holds strong organizational skills and attention to detail, and she is passionate about ensuring a positive client experience.
In her free time, Maggie enjoys cooking new recipes and traveling to new places with her friends and family.
Education and Professional Milestones
-University of New Hampshire –bachelor’s degree in economics with a minor in the French language
-Has also held a financial services role for MG+M The Law Firm, where she developed her analysis and client services skills
Maggie assists the wealth management team in providing services to clients, including preparing account applications, asset-transfer forms, and client-specific requests at various custodians. She holds strong organizational skills and attention to detail, and she is passionate about ensuring a positive client experience.
In her free time, Maggie enjoys cooking new recipes and traveling to new places with her friends and family.
Education and Professional Milestones
-University of New Hampshire –bachelor’s degree in economics with a minor in the French language
-Has also held a financial services role for MG+M The Law Firm, where she developed her analysis and client services skills