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Meaghan Mckenzie

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Meaghan Mckenzie

Managing Director, Investments

Seattle, Washington, United States

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Meaghan Mckenzie

Summary

Meaghan Mckenzie is a seasoned investment advisor with extensive experience in the financial services sector. Currently serving as Managing Director at Wedbush Securities, she specializes in helping clients navigate complex financial landscapes, including retirement planning, wealth management, and legacy planning. With a career that spans over three decades, Meaghan has held various roles in prestigious firms, demonstrating her deep understanding of investment strategies. Her commitment to client success is evident in her personalized approach, ensuring that busy individuals achieve their financial goals. Meaghan's educational background includes studies at both North Seattle College and the University of Phoenix, underscoring her dedication to continuous learning. Known for her strong communication skills, she effectively simplifies intricate financial concepts for her clients. Meaghan is based in Seattle, Washington, where she continues to thrive in a dynamic industry.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Meaghan Mckenzie

Work Experience

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Managing Director, Investments at

Wesbush

June 2021 - Present

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Senior Vice President, Investments at

Wesbush

February 2003 - Present

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Investment Executive at

RBC Wealth Management

December 1997 - January 2003

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Sr. Registered Client Associate at

Dain Rauscher

September 1988 - December 1997

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Client Associate at

Crystal Bay Cafe

April 1986 - September 1988

💼

Cashier at

KIDDER PEABODY PTY LTD

May 1985 - April 1986

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Frequently Asked Questions about Meaghan Mckenzie

What is Meaghan Mckenzie email address?

Meaghan Mckenzie's primary email address is *********@oppenheimer.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Meaghan Mckenzie graduated from?

Meaghan Mckenzie holds a degree in from North Seattle College.

How can I directly contact Meaghan Mckenzie?

To contact Meaghan Mckenzie directly, you can use the email address *********@oppenheimer.com. Complete contact information is available upon registration with Muraena.

Who is Meaghan Mckenzie?

Meaghan Mckenzie is a seasoned investment advisor with extensive experience in the financial services sector. Currently serving as Managing Director at Wedbush Securities, she specializes in helping clients navigate complex financial landscapes, including retirement planning, wealth management, and legacy planning. With a career that spans over three decades, Meaghan has held various roles in prestigious firms, demonstrating her deep understanding of investment strategies. Her commitment to client success is evident in her personalized approach, ensuring that busy individuals achieve their financial goals. Meaghan's educational background includes studies at both North Seattle College and the University of Phoenix, underscoring her dedication to continuous learning. Known for her strong communication skills, she effectively simplifies intricate financial concepts for her clients. Meaghan is based in Seattle, Washington, where she continues to thrive in a dynamic industry.

Meaghan`s contact details

mail

*********@oppenheimer.com

****************@wedbush.com

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