Megan Mackenzie

Written By Hart Roberts

Operations Associate

ROLE

Assists with new client onboarding requests and customer account maintenance along with other operational functions.

EDUCATION

Fordham University – B.S. Business Administration and Marketing

EXPERIENCE

  • BNY/Pershing – Business Technology Liaison (February 2019 – May 2025)

  • Pershing Advisor Solutions - Operations Manager (June 2014 – February 2019)

  • Pershing Advisor Solutions – Transition Account Manager (January 2007 – June 2014)

FUN FACT

Since graduating college, Megan has lived in four different states and twelve different homes before settling in her current hometown of Duxbury, Massachusetts.

Hart Roberts

Digital marketing + web design in Raleigh, NC. Always searching for fresh and creative ways companies can interact, engage and gain exposure with creativity, analytical thinking, and social metrics.

https://www.chair8media.com
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