Megan Ash Email & Phone Number
Who is Megan Ash? Overview
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Megan Ash is listed as Operations Analyst at Structures, based in Oklahoma City, Oklahoma, United States. AeroLeads shows a matched LinkedIn profile for Megan Ash.
Megan Ash previously worked as Director of Client Relations at Toptier Trader and Director of Support at Easton Consulting Technologies. Megan Ash holds Bachelor Of Arts (Ba), English Language And Literature, General from The Ohio State University.
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About Megan Ash
Megan Ash is a Operations Analyst at Structures. Colleagues describe them as "I had the pleasure of working alongside Megan as a Customer Support Manager, and I cannot recommend her highly enough. From day one, Megan's compassionate leadership and unwavering support made a significant impact on our team and the overall success of the customer support department. Megan is not just a leader; she is a true champion for her team. Her ability to foster an environment where everyone feels valued and heard is remarkable. She consistently goes above and beyond to ensure that each team member has the resources and support they need to thrive. Her approachability and genuine care for her team's well-being make her a leader that people naturally gravitate toward. Megan's collaborative spirit shines through in her ability to rally other department heads, fostering cross-functional collaboration that enhances our overall effectiveness. She takes the initiative on multiple departmental projects, driving efforts that have a lasting impact on the organization. Her strategic mindset and vision were crucial as she was the driving force behind scaling the customer support department, positioning us for growth in a rapidly evolving landscape. Personally, Megan has been an invaluable mentor to me. Her dedication to my professional development has shaped my career and equipped me with skills that will last a lifetime. The knowledge and insight I've gained under her guidance have been instrumental in my journey, and I am grateful for her investment in my growth. If you are looking for someone who embodies compassion, leadership, and a commitment to excellence, Megan is the ideal candidate. Her impact on our organization has been profound, and I am excited to see all that she will accomplish in her career.", "It has been a remarkable journey witnessing Megan's professional growth over the past year at Easton Consulting Technologies. Starting as a Support Manager and quickly ascending through the ranks to become our Director of Support, Megan has exemplified what it means to be a leader in every sense of the word. Her exceptional work ethic, coupled with an incredibly positive attitude, has not only propelled her career forward but has also significantly uplifted those around her. Megan possesses a rare blend of passion, care, and dedication to her team, making her a truly valuable asset to our firm. She genuinely cares about her team members, consistently ensuring their growth and well-being, which has, in turn, fostered a supportive and productive work environment. Executing her responsibilities at a very high level, Megan now adeptly oversees our 24/7 support teams across all firms, leading both the support workforce and support transformation teams with unparalleled efficiency and insight. Her ability to inspire, motivate, and lead by example has resulted in tangible improvements in our support operations and has played a pivotal role in our firm's success. Based on her outstanding performance and leadership, I highly recommend Megan to any firm looking for a visionary leader who will not only meet but exceed expectations. Megan's impact on our organization is a testament to her capabilities, and any team would be fortunate to have her.", and "I am honored to write a quick testimonial on behalf of Megan Ash. She is a solid strong performer that understands business and clients, teams and products. She gets things done and cares about the customer as well as the company. During the time I worked with her she rapidly earned my trust and confidence because she understood, ITIL frameworks naturally as good business to support customers, understood the nature of scaling a business and setting high expectations for all employees top to bottom to perform aligned to the business plan and strategic plans set forth. She had the courage to speak up in management meetings, while shouldering load with team to do the best for the company. As a consummate team member and leader of personnel, she cultivated relationships and employees buy in to do the right thing for customers and company. She actively engaged and grew personnel to develop for the next levels. She was highly coachable herself and frankly is a rising star with the team, the company and the customers. As I used to share with other execs, she is a “get stuff done kind of person” but one that you want to work with because she sparks the team to achieve more than they originally visioned. Given the opportunity, I would hire her myself again without concern as I know she will add value to the company immediately from the outset. I strongly believe Megan to be a high performer and one that grows others to high performance. She is ready to take that next step of her career successfully,"
Megan Ash's current company
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Megan Ash work experience
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Director Of Client Relations
Laid off due to unforeseen company financials and issuesI am an experienced Director of Support with a proven track record in leading high-performing customer support teams. Skilled in developing and implementing customer service strategies to enhance satisfaction and drive retention. Expertise in managing escalated issues, optimizing support processes, and leveraging technology to improve efficiency. Passionate about fostering a customer-centric culture and delivering exceptional experiences. Key AchievementsImproving CSAT Score and other metrics over 14.9% in less than 90 daysExecuted organization and structure via intercom workflows/ticketing processesImplemented evaluation and expectation processes for our support teamIntegration of Whatsapp/SMS to chat featuresIntegral role in the growth of our operations and support teams2024 Q3 TopTier Trader Core Values Recipient
Director Of Support
I moved from support manager for one of the Easton firms (The Funded Trader) to Director in less than a year. I manage 4 managers. across 5 firms, with an amazing teams totaling 125+ representatives and growing, who are located all over the world and strive to give our traders the best experience possible. We work on a continual basis to strengthen our team with the most up to date information.
Office Administrator
Process any contributions, distributions, tax accommodations, periodic distributions, cash handling, federal wire requests, new accounts and more using multiple clearing firms.Verify the correct completion of any incoming paperwork for money movement requests, as well as advise on any additional paperwork, letters, or signatures needed.Support five advisors with various needs in order to provide excellent customer service.
Sr. Investment Operations Specialist
Process any contributions, distributions, tax accommodations, periodic distributions, cash handling, federal wire requests, new accounts and more using multiple clearing firmsVerify the correct completion of any incoming paperwork for money movement requests, as well as advise on any additional paperwork, letters, or signatures needed
Client Services Manager
Client Services Specialist
Restructured, formatted, and prep current agendas, and reports for meetings with clients for both associate and head financial advisors Research analyzed and created six different investment models that are utilized across all clients based on their investment needs, and allocations. Remodel accounts by utilizing basket trading by symbol on quarterly basis Process account movements including but not limited to money movements, transfers in kind, outgoing ACH, checks, etc. Placed trades as directed by advisor including stop limit, market orders, structured notes, mutual funds, basket trades (by security and account), as well as any additional trades. Provided exceptional customer service, consistently handling each interaction with white glove concierge service Opened, managed, maintained Simple IRA with over fifty participants on behalf of advisor Developed and managed intern program for Oklahoma University students
Investment Specialist
Process any outgoing money movements, including but not limited to check distributions, federal wires, transfers, ACH, and/or journals between all three custodians Charles Schwab, TD Ameritrade, and Pershing. In addition to training employees on processes, and developing procedures for efficiency and productivity. Verify the correct completion of any incoming paperwork for money movement requests, as well as advise on any additional paperwork, letters, or signatures needed Manage incoming checks into the CRM system for the entire company which includes three custodians, financial planning, advisory services, consulting services, and/or direct fund companies.
Compliance Analyst
Design and advise on webinar and training publications for national Financial advisors and broker dealers in order to inform them of FINRA and SEC guidelinesReview Documentation and audit materials of local advisory offices in order to confirm adherence of federal regulations with FINRA and SECProcess any Cash-non-Cash paperwork submitted for reimbursement at completion of chapter meetings and training’sPull queries and reports to search for advisors not within compliance of federal requirements and put proper paperwork in place to remedy these situations.
Customer Service Representative
Customer Service
Sort, maintain and organize any incoming paperwork/invoicesWork through accounting queues daily in order to process finances for clientsMake calls to customers, clients, and debtors to verify invoice information, while maintaining a positive customer relationship
Megan Ash education
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The Ohio State University
Frequently asked questions about Megan Ash
Quick answers generated from the profile data available on this page.
What company does Megan Ash work for?
Megan Ash works for Structures.
What is Megan Ash's role at Structures?
Megan Ash is listed as Operations Analyst at Structures.
Where is Megan Ash based?
Megan Ash is based in Oklahoma City, Oklahoma, United States while working with Structures.
What companies has Megan Ash worked for?
Megan Ash has worked for Structures, Toptier Trader, Easton Consulting Technologies, Prime Capital Financial, and Cain Watters & Associates.
How can I contact Megan Ash?
You can use AeroLeads to view verified contact signals for Megan Ash at Structures, including work email, phone, and LinkedIn data when available.
What schools did Megan Ash attend?
Megan Ash holds Bachelor Of Arts (Ba), English Language And Literature, General from The Ohio State University.
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