Meaghan Bever

Chief Compliance Officer at Accion Opportunity Fund

Meaghan Bever has extensive work experience in the compliance field. Starting from 1995, they worked as a Contract Attorney and Research Attorney for the Alameda County District Attorney, where they organized and catalogued evidence for a bank fraud case. From 1996 to 2001, they served as a Compliance Director at Charles Schwab & Co., Inc, acting as the compliance liaison for multiple business units and overseeing the review and approval of communications with the public.

Meaghan then worked at Roger, Scott & Helmer, LLC as an Associate Attorney, handling insurance defense cases and construction defect litigation. Moving on to Wells Fargo Investments, LLC and Wells Fargo Advisors, LLC from 2008 to 2011, they were a Compliance Consultant, providing regulatory compliance guidance for various investment products and programs.

In 2012, they became an Operational Risk Consultant at Wells Fargo, focusing on mitigating operational risks. From 2014 to 2021, they worked at Freedom Financial as the Senior Director of Compliance, responsible for overseeing compliance programs and providing support for multiple businesses within the company.

In 2021, Meaghan joined Productfy as the Director of Deposit and Lending Compliance, where they managed compliance matters related to deposit and lending operations. Currently, they hold the position of Chief Compliance Officer at Accion Opportunity Fund since 2022.

Meaghan Bever attended Fairfield University from 1988 to 1992, where they obtained a Bachelor of Arts degree in History with a focus on Philosophy. Following their undergraduate studies, they pursued a Juris Doctor degree at the University of the Pacific, McGeorge School of Law from 1992 to 1995. During their time at McGeorge School of Law, Meaghan Bever specialized in Law and earned a Doctor of Law degree. In addition to their formal education, they hold certifications as a Certified Anti-Money Laundering Specialist (CAMLS) from ACAMS and as a Certified Regulatory Compliance Manager from the Institute of Certified Bankers.

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Timeline

  • Chief Compliance Officer

    April, 2022 - present