RM

Rob Meagher

RIA Key Account Director

Rob Meagher, CFP®, is currently an RIA Key Account Director at Envestnet. They have previously held roles as a Senior Client Success Manager and Key Account Manager at Envestnet, and have experience as a Business Development Intern at MeasureOne and as an Associate Advisor and Financial Planning Intern at Hutchinson Capital Management. Rob also worked as a Market Research Intern at SFG Asset Advisors. They are pursuing a Bachelor of Arts in Economics from Kenyon College, a Certificate in Financial Planning from Boston University, and continue their education at St. Ignatius College Preparatory.

Location

Raleigh, United States

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices