Practifi
Meagan T. has worked in a variety of roles since 2011. Meagan started as a Student Worker in Institutional Research at Dallas Baptist University in 2011. In 2012, they worked as an Office Manager at DFW Propane Exchange and as a Systems Administrator, Salesforce Analyst, and 340B Call Center Specialist at Apexus LLC. From 2017 to 2020, they worked as an IT Contractor in Salesforce Tester/Trainer/User Support at The InSource Group. Since 2020, they have been a Senior Business Systems Analyst - Salesforce at First United Bank and, most recently, a Manager of Technical Consulting and Technical Consultant at Practifi since 2022.
Meagan T. holds a Master of Business Administration (MBA) in Project Management from Dallas Baptist University, a B.S. in Mathematics from Dallas Baptist University, and is currently enrolled in a Certificate in Leadership Principles program at Harvard Business School Online, expected to complete in 2022. Meagan T. also holds certifications from Salesforce, including a Salesforce Certified Platform App Builder (2021), Salesforce Certified Administrator (2018), and Salesforce Certified Sales Cloud Consultant (WI22).
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Practifi
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Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.