As client relationship manager, Meredith manages all aspects of our day-to-day operations. This includes reviewing the new business workflow, maintaining client records, implementation of compliance procedures, tracking of assets and providing ongoing client service and support.
Prior to joining Matt's practice, Meredith worked in the financial services/banking industry for over 10 years, at Wellington Management, State Street and BayBanks. She also worked in the hospitality industry, and as a part-time Executive Assistant, supporting the CEO of Big Brothers Big Sisters of Massachusetts.
Meredith grew up in Dallas, Texas, and moved to Massachusetts in 1990. She married her husband, Anthony, who she met through the MBTA. They have two daughters, Sarah a freshman at UCONN, and Kaitlyn, a freshman in high school. Luna and Buttons, their two new kittens, recently joined the family.
Meredith enjoys walking, reading, traveling, spending time with friends and Mexican food!