Margaret Burgdorf

Database & CRM Management at Tidal Financial Group

Margaret Burgdorf currently serves as Vice President of Database Management at Tidal Financial Group, where responsibilities include management of databases, SMA models, trading, reporting, compliance, and firm data. Prior to Tidal, Margaret was the President of Lighthaus Computer Solutions for over two decades, overseeing client portfolio management systems, database customization, vendor management, and compliance reporting for assets under management ranging from $30M to over $7B. Earlier in the career, Margaret held the position of Database Manager at Wealth Planning Corporation, focusing on data analysis, compliance reporting, and software customization. Margaret holds a Certificate in Paraplanning from the College for Financial Planning and an Associate's degree in Applied Science from Miami University.

Links


Org chart