SFM Start Date:
December 2020
Education:
B.A., Psychology & B.A., Religion
St. Olaf College
Master’s coursework at Harvard University
Credentials:
Series 65
Financial Industry Regulatory Authority (FINRA)
Work experience prior to joining SFM:
Prior to joining the team at Stack Financial Management, Meredith taught psychology courses for the EXPLO at Yale summer program, volunteered as a crisis counselor, and most recently, provided social services to young people experiencing homelessness. Her professional background allowed her to cultivate skills in responsive client care, innovative problem solving, and task management.
Role at SFM:
As a Sr. Client Relationship Specialist, Meredith focuses on all facets of client relations while assisting new and existing clients with opening accounts, transferring assets, and all other required account maintenance.
When not in the office:
When not collaborating with her teammates at SFM, Meredith can be found tinkering with family recipes, sewing clothes for herself and loved ones, or brushing up her Norwegian language skills. As a native of the Flathead Valley, she is ashamed to admit that she doesn’t know how to ski or snowboard, but she likes to think snowshoeing is a legitimate alternative.