Maggie A. has a strong work history, starting in 2002 as a Senior Registered Client Associate at Wells Fargo Private Bank. Maggie worked there until 2016 when they joined Focus Forward as a Client Service Manager- Business Development. After two years, they moved to The Preston Group as a Business Development Specialist. Then, they worked at The Princeton Group as an Operations Specialist from 2019 to 2020. Currently, Maggie is a Senior Director of Client Services at Precision Sample, LLC.
Maggie A. holds a Bachelor of Arts (B.A.) degree in History from Arizona State University. Additionally, they obtained certifications in Series 7 and 66 from the FINRA (Financial Industry Regulatory Authority) in June 2009.
November, 2020 - present
Senior Director, Client Development at Mentora
Senior Director, Client Development at LRWGreenberg
Senior Director, Client Development at Project X
Senior Director - Client Development at Cape Analytics
Senior Director, Client Development at BENlabs