Margo Killoran Email & Phone Number

South Hamilton, Massachusetts, United States

Back Office Services provides contract, remote operations and support services to financial and investment advisors. We're more than just a temp or secretarial service -- we're highly qualified investment support professionals ready to help you streamline your processes, support your office or grow your client base.From meeting prep, client reports, and.

Hamilton, MA

Breeder of the endangered Canadian Horse. Boarding, breeding and import services. Free range chicken and duck eggs, maple syrup, honey, and compost..As a child, my family would take "rescue"​ horses from the track for riding and rehab. My grandfather, an orthopedic surgeon, successfully set several horses'​ legs, something that was unheard of in the 50s.

Beverly, Massachusetts, United States

Operations/back office, administrative and financial reporting for financial advisors and family office for the ultra-wealthy. Prepared trades, populated and processed business, prepared client communications and account reporting, compliance administration, billing, meeting preparation, etc. Regularly used the Schwab and Fidelity investment platforms..

Danvers, MA

As Senior Client Service Manager for the investment advisor of a small investment and benefits firm, I managed all aspects of client service, business processing, relationship-building, communication, compliance tracking and documentation, fee management and billing, and business development support, including marketing programs and projects. Current.

Westwood, MA

Greater Boston Area

Bachelor Of Arts (B.A.), Marketing Communications

Year Abroad, Irish Culture And History