Megan Quillin

Client Services Manager at Tolleson Wealth Management

Megan Quillin has a strong background in client services, financial reporting, and administrative support. With experience in companies like Tolleson Wealth Management, MUFG Capital Analytics, and Glazer Financial Network, Megan is skilled in preparing investment and insurance applications, assisting with office management tasks, and providing exceptional customer service. Additionally, their past roles at Big "D" Roofing Co., Inc. and Bank of America demonstrate their versatility and ability to handle various responsibilities with proficiency. Megan graduated from Garland High School with a degree in Early Childhood Education, Teaching, and Business Skills.

Links

Previous companies

Bank of America logo

Org chart

Timeline

  • Client Services Manager

    July 1, 2023 - present

  • Senior Client Service Associate

    January, 2019

  • Client Service Associate

    July, 2017