Megan is a Reporting Analyst based out of Brentwood, TN. She primarily oversees the daily reconciliation of client portfolio transactions, positions and cost basis. She assists with client and prospective reporting.
Megan joins Kings Point Capital after serving five years at the Bank of New York Mellon. She began her career in Alternative Investment Services and was promoted to Senior Client Representative for Broker Dealer Services. Megan was recognized numerous times for her excellent service and contributions to the BNY Mellon team.
Megan graduated cum laude from the University of Wisconsin-Whitewater with a Bachelor of Business Administration in Marketing.