As an Advisor Technology Training Specialist, Megan aids advisors in onboarding and ongoing training on various platforms, builds reports, and audits data to ensure accuracy. Prior to joining NewEdge Advisors, she served as a Reporting Specialist at Orion Advisor Technology.
Megan graduated from the University of Nebraska at Omaha with a Bachelor of Science in Business Management and a minor in Marketing. She also holds a certificate from Google in User Experience and Design. Megan currently resides in her hometown of Omaha, NE. In her spare time, she enjoys playing sand volleyball, running, reading, and spending time with her three dogs.