About Meredith
Meredith has more than 20 years of experience in the financial services industry in various roles with a primary focus on client service. Most recently, she worked for Sonora Investment Management as a Client Service Specialist. Prior to that, she served as an Executive Assistant at Focal Point Wealth Management. In this role, Meredith was the first point of contact for clients and would assist with all operational requests. Prior to relocating to Arizona, Meredith worked in the Investor Services department for multiple fund administrators, including Morgan Stanley Fund Services and SS&C GlobeOp, providing service to both clients and their investors. Additionally, Meredith served as an Investor Relations contact for Strategic Value Partners, a global distressed debt fund manager.
She currently resides in Scottsdale with her two daughters. In her free time, she enjoys spending time with friends, hiking, and watching her girls play softball.
Education and Professional Milestones
-State University of New York (SUNY) Cortland – bachelor’s degree in economics
Meredith has more than 20 years of experience in the financial services industry in various roles with a primary focus on client service. Most recently, she worked for Sonora Investment Management as a Client Service Specialist. Prior to that, she served as an Executive Assistant at Focal Point Wealth Management. In this role, Meredith was the first point of contact for clients and would assist with all operational requests. Prior to relocating to Arizona, Meredith worked in the Investor Services department for multiple fund administrators, including Morgan Stanley Fund Services and SS&C GlobeOp, providing service to both clients and their investors. Additionally, Meredith served as an Investor Relations contact for Strategic Value Partners, a global distressed debt fund manager.
She currently resides in Scottsdale with her two daughters. In her free time, she enjoys spending time with friends, hiking, and watching her girls play softball.
Education and Professional Milestones
-State University of New York (SUNY) Cortland – bachelor’s degree in economics