As a Client Services Associate, Maggie assists the wealth management team in providing services to clients, including preparing account applications, asset-transfer forms, and client-specific requests at various custodians. She holds strong organizational skills, attention to detail, and is passionate about ensuring positive client experience.
Prior to joining The Colony Group, Maggie served as a revenue analyst at MG+M The Law Firm where she developed her analysis and client services skills. Maggie graduated from University of New Hampshire in May 2021 with a Bachelor of Arts in Economics as well as a minor in the French Language.
In her free time, she enjoys cooking new recipes and traveling to new places with her friends and family.