Financial Planning Associate
Current
May 2024 - Present
AeroLeads people directory · profile
Megan Mcatee Email & Phone Number
B.B.A in Financial Planning | UNT Alumni | CFP Candidate |
at
Riverchase Wealth Management, LLC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
B.B.A in Financial Planning | UNT Alumni | CFP Candidate |
Location
The Colony, Texas, United States
Company size
Who is Megan Mcatee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Megan Mcatee is listed as B.B.A in Financial Planning | UNT Alumni | CFP Candidate | at Riverchase Wealth Management, LLC, a with 4 employees, based in The Colony, Texas, United States. AeroLeads shows a matched LinkedIn profile for Megan Mcatee.
Megan Mcatee previously worked as Financial Planning Associate at Riverchase Wealth Management, Llc and Financial Planning Intern at Riverchase Wealth Management, Llc. Megan Mcatee holds Bachelor Of Business Administration - Bba, Financial Planning from University Of North Texas G. Brint Ryan College Of Business.
Company email context
Email format at Riverchase Wealth Management, LLC
This section adds company-level context without repeating Megan Mcatee's masked contact details.
Riverchase Wealth Management, LLC
Review company-level records connected to Megan Mcatee before choosing the right outreach path.
Profile bio
About Megan Mcatee
Megan Mcatee is a B.B.A in Financial Planning | UNT Alumni | CFP Candidate | at Riverchase Wealth Management, LLC.
Current workplace
Megan Mcatee's current company
Company context helps verify the profile and gives searchers a useful next step.
Riverchase Wealth Management, Llc
9 roles
Megan Mcatee work experience
A career timeline built from the work history available for this profile.
Financial Planning Intern
Feb 2024 - May 2024
Intern
Gs Wealth Management
Oct 2023 - Feb 2024
Jan 2023 - Aug 2023
Food Server
• Provide a positive and exciting experience to customers by ensuring all needs are met and staying up to date with current menu and promotional items to assist guests in their selections every shift.• Remain up to date with current menu and promotional items to assist guests in their selections.• Submit orders to the bar and kitchen by recording customers choices and noting special dietary needs and requests.• Food and beverage preparation and delivery.
Feb 2022 - Jan 2023
Hostess
• Greet each guest and facilitate the guest experience by welcoming them in a friendly and professional manner every shift
Sep 2021 - Dec 2021
Food Server
• Direct customer interaction and order processing while having knowledge of the menu and the ability to serve with attention to detail per shift.• Food and beverage preparation and delivery• Have knowledge of the menu and the ability to serve with attention to detail.• Maintain the facilities.
Jun 2020 - May 2021
Customer Service Specialist
• Interact with and escorted guests to their bay and assisted them with game set up and operations to optimize their experience when a new bay was available for play every shift.• Drive inside lead opportunities by engaging with guests in the venue and increasing membership awareness.• Provide shift recap after each shift to include who came in, leads produced, sales processed.
May 2017 - May 2018
Intern
• Managed a spreadsheet of customer data to track customer satisfaction and timelines.• Contacted current and previous clients to survey them regarding their experience and satisfaction
Jun 2017 - Jul 2017
Team & coworkers
Colleagues at Riverchase Wealth Management, LLC
Other employees you can reach at riverchasewealth.com. View company contacts for 4 employees →
MM
Myesha Mitchell
Colleague at Riverchase Wealth Management, LlcBuford, Georgia, United States
View →
JJ
Jaco Jordaan, Cfa, Cfp®, Crps®, Caia, Chfc®, Ea
Colleague at Riverchase Wealth Management, LlcPittsburgh, Pennsylvania, United States
View →
BP
Brit Parten, Ea, Fpqp
Colleague at Riverchase Wealth Management, LlcFlower Mound, Texas, United States
View →
SK
Sean Kelleher
Colleague at Riverchase Wealth Management, LlcDallas-Fort Worth Metroplex, United States
View →
RD
Rett Dean
Colleague at Riverchase Wealth Management, LlcIrving, Texas, United States
View →
Myesha Mitchell
Colleague at Riverchase Wealth Management, LlcBuford, Georgia, United States
View →
JJ
Jaco Jordaan, Cfa, Cfp®, Crps®, Caia, Chfc®, Ea
Colleague at Riverchase Wealth Management, LlcPittsburgh, Pennsylvania, United States
View →
BP
Brit Parten, Ea, Fpqp
Colleague at Riverchase Wealth Management, LlcFlower Mound, Texas, United States
View →
SK
Sean Kelleher
Colleague at Riverchase Wealth Management, LlcDallas-Fort Worth Metroplex, United States
View →
RD
Rett Dean
Colleague at Riverchase Wealth Management, LlcIrving, Texas, United States
View →
3 education records
Megan Mcatee education
Bachelor Of Business Administration - Bba, Financial Planning
Pre-Nursing Studies, 3.7
Pre-Nursing Studies, 3.236
FAQ
Frequently asked questions about Megan Mcatee
Quick answers generated from the profile data available on this page.
What company does Megan Mcatee work for?
Megan Mcatee works for Riverchase Wealth Management, LLC.
What is Megan Mcatee's role at Riverchase Wealth Management, LLC?
Megan Mcatee is listed as B.B.A in Financial Planning | UNT Alumni | CFP Candidate | at Riverchase Wealth Management, LLC.
Where is Megan Mcatee based?
Megan Mcatee is based in The Colony, Texas, United States while working with Riverchase Wealth Management, LLC.
What companies has Megan Mcatee worked for?
Megan Mcatee has worked for Riverchase Wealth Management, Llc, Gs Wealth Management, Howard Financial Services, Ltd., Rock & Brews Restaurants, and Fogo De Chão.
Who are Megan Mcatee's colleagues at Riverchase Wealth Management, LLC?
Megan Mcatee's colleagues at Riverchase Wealth Management, LLC include Myesha Mitchell, Jaco Jordaan, Cfa, Cfp®, Crps®, Caia, Chfc®, Ea, Brit Parten, Ea, Fpqp, Sean Kelleher, and Rett Dean.
How can I contact Megan Mcatee?
You can use AeroLeads to view verified contact signals for Megan Mcatee at Riverchase Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Megan Mcatee attend?
Megan Mcatee holds Bachelor Of Business Administration - Bba, Financial Planning from University Of North Texas G. Brint Ryan College Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Megan Mcatee you were looking for.
View similar profiles
