Financial Sector Consultant who is passionate about helping individuals and organizations align their money with their values and creating financial products that best serve the needs of people.
Megan is committed to integrating her background in financial services with her professional experience in sustainability to use the power of business to solve social and environmental problems. Doing Client and Partnership Development at HIP Investor, a global leader in impact investing, Megan has experienced firsthand the positive impact that companies have when investing where their values are. Her diverse background as a Financial Advisor for Metlife, and wholesaler for Leisure, Werden & Terry Agency allowed her to work with clients and understand the internal challenges faced in the financial services industry.
In 2015, she did a fellowship at Confluence Philanthropy, an international network of that helps move philanthropy in the direction of mission-aligned investing. She holds an MBA in Sustainable Management from Presidio Graduate School. Megan is passionate about helping individuals and organizations understand their financial options, align their money with their values, and create financial products that best serve the needs of people.