Tabetha Meier

Tabetha Meier is a seasoned professional with extensive experience in account operations and client services within the financial sector. Currently serving as a Mergers & Acquisitions Integration Project Analyst at Mercer Advisors since July 2019, Tabetha facilitates seamless transitions for acquired firms and supports data integration for Mercer’s major information technology systems. Prior roles include Account Operations Manager at Mercer Advisors, where supervision of account operations was a key responsibility, and Client Services Associate at Exit & Retirement Strategies, Inc., focusing on client account maintenance and financial planning. Earlier experience includes various positions at LIFE TRANSITION PLANNERS, INC. and Mercer Advisors, where expertise in investment operations was developed. Tabetha holds an Associate's degree in Business, Management, Marketing, and Related Support Services from Santa Barbara City College.