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.

Location

Hamilton, United States

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Tidal Financial Group

Tidal Financial Group is an ETF investment and technology platform that makes it easier to create, operate, and grow ETFs. It enables and democratizes the ability of anyone in the investment community to launch, operate, and grow ETFs.Tidal combines expertise and innovative approaches with its partners in the collaborative design of ETFs andother ground-breaking financial products. Tidal, as a comprehensive platform, collaborates with the investment community to create ETFs that seek to generate value.


Employees

11-50

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