Meghan Julin

Client Success Manager at Bright Funds

Meghan Julin has held various roles in the past five years. In 2017, they were a Student Assistant for the International Students & Scholars Program at California Polytechnic State University. In 2018, they were an Intern Programs Intern at Kiva. In 2019, they held two positions, an Experience Manager at HaneyBiz and a Student Support & Programs Officer at Original Campus. At HaneyBiz, they developed a CRM tracking process to monitor eligibility of local entrepreneurs, organized a charity golf tournament, and acted as a liaison between the U.S. Small Business Administration and the company. In 2020, they were a Customer Support Manager and a Retirement Support Specialist at Human Interest. Currently, they are a Client Success Manager at Bright Funds.

Meghan Julin completed their Bachelor's Degree (B.S.) in Business Administration at California Polytechnic State University-San Luis Obispo from 2014 to 2018. During this time, they also participated in a Semester Abroad Program in Business Administration & Management at Università degli Studi di Torino. Prior to this, Meghan earned their High School Diploma from Roseville High School from 2010 to 2014. Meghan also holds a certification in Designing for Environmental Sustainability and Social Impact from +Acumen.

Links

Timeline

  • Client Success Manager

    May, 2022 - present