Director
Current
Jan 2024 - Present
AeroLeads people directory · profile
Megan Philbin Email & Phone Number
Communications Coach & Consultant
at
Templar Advisors
1 work email found
@templaradvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Communications Coach & Consultant
Location
Boston, Massachusetts, United States
Company size
Who is Megan Philbin? Overview
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Quick answer
Megan Philbin is listed as Communications Coach & Consultant at Templar Advisors, a company with 42 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at templaradvisors.com and a matched LinkedIn profile for Megan Philbin.
Megan Philbin previously worked as Director at Templar Advisors and Consultant at Templar Advisors. Megan Philbin holds Bachelor Of Science (Bs), Finance, English from Georgetown University - The Mcdonough School Of Business.
Company email context
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*@templaradvisors.com
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Profile bio
About Megan Philbin
Megan Philbin brings 15+ years of Wall Street experience to Templar, the majority of that as a corporate bond trader and senior member of the Credit business at Lehman Brothers and Barclays.She works with a wide range of financial services clients advising them on public speaking and client engagement, preparation for annual investor conferences, fundraises, roadshows and M&A.Her clients include top-tier asset managers, global investment banks, and insurance companies. She has a particular focus on alternatives, supporting private equity and private credit firms with fund-raising, LP conferences and portfolio exits.Throughout her Wall Street career Megan had extensive involvement in talent acquisition and diversity efforts, a passion she brings to her role as Templar’s lead for its Women’s Development Series in the U.S.She joined Templar in 2018 and is based in Boston.
Listed skills include Trading, Capital Markets, Recruiting, Diversity Training, and 13 others.
Current workplace
Megan Philbin's current company
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Templar Advisors
8 roles
Megan Philbin work experience
A career timeline built from the work history available for this profile.
Consultant
Templar helps businesses and individuals enhance every aspect of their communications. We help improve client relationships, executive presence, financial presentations and pitches with advice, training and one to one coaching.
Apr 2018 - Jan 2024
Founder
CurrentBond Girl Strategies helps move the needle with women in Financial Services. We use real-world experience to educate individuals as to the opportunities and help businesses not only level the playing field, but make it better.
Nov 2017 - Present
Career Development Advisor
Worked with graduate students earning Master of Business Administration (MBA), Master of Finance (MFIN), Master of International Marketing (MIM), and Master of International Business (MIB) looking to pursue careers in financial services. Focused on resume improvements, identifying target employers, interview techniques, and overall networking strategies.
Sep 2017 - Mar 2018
Director, Credit Trading
Senior trader on US Investment Grade Credit trading desk with expertise in financials. 12+ years trading experience across senior debt, hybrid capital, preferred stock, and credit default swaps (CDS). Passionate leader within and beyond Credit business for the firm's internal and external diversity and recruiting efforts.
Oct 2008 - Dec 2016
Vice President, Hybrid Capital Trading
Focused on trading financials from senior debt to preferred stock. Contributed to the creation, marketing, trading, and standardization of Preferred CDS (PCDS), the first credit derivative product referencing the subordinated part of the capital structure.
Jun 2004 - Sep 2008
Associate, Product Controller
Managed all aspects of financial control for Investment Grade Credit trading desk, working closely with traders, business heads and middle office. Calculated and analyzed daily cash and credit derivative p/l; provided daily & weekly revenue, risk, and balance sheet reports; performed ad hoc projects and ensured compliaced and internal & external audit.
Jul 2003 - May 2004
Analyst, Finance Division
Participated in 2-year analyst training program consisting of 3 8-month rotations throughout the firm's Finance Division. Placements included: Credit Relations, Global Treasury; Product Control, High Grade Credit; Expense Control and Allocation, Legal.
Jul 2001 - Jul 2003
Team & coworkers
Colleagues at Templar Advisors
Other employees you can reach at templaradvisors.com. View company contacts for 42 employees →
NJ
Niels Jensen
Colleague at Templar Advisors
Hong Kong SAR, Hong Kong
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PM
Paul Minx
Colleague at Templar Advisors
Greater London, England, United Kingdom, United Kingdom
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HW
Hugo Williams
Colleague at Templar Advisors
Greater Boston, United States
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MM
Michelle Margolin
Colleague at Templar Advisors
New York, New York, United States, United States
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JP
James Patrick
Colleague at Templar Advisors
Greater London, England, United Kingdom, United Kingdom
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SY
Samantha Yang
Colleague at Templar Advisors
Hong Kong SAR, Hong Kong
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SP
Shelia Plaisance
Colleague at Templar Advisors
New York, New York, United States, United States
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HE
Harry Emck
Colleague at Templar Advisors
Greater London, England, United Kingdom, United Kingdom
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PK
Perillo Kent
Colleague at Templar Advisors
Fort Collins, Colorado, United States, United States
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LL
Lindsey Larrabee, Mba, Msib, Fbs®, Cpwa®
Colleague at Templar Advisors
Denver Metropolitan Area, United States
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Niels Jensen
Colleague at Templar Advisors
Hong Kong SAR, Hong Kong
View →
PM
Paul Minx
Colleague at Templar Advisors
Greater London, England, United Kingdom, United Kingdom
View →
HW
Hugo Williams
Colleague at Templar Advisors
Greater Boston, United States
View →
MM
Michelle Margolin
Colleague at Templar Advisors
New York, New York, United States, United States
View →
JP
James Patrick
Colleague at Templar Advisors
Greater London, England, United Kingdom, United Kingdom
View →
SY
Samantha Yang
Colleague at Templar Advisors
Hong Kong SAR, Hong Kong
View →
SP
Shelia Plaisance
Colleague at Templar Advisors
New York, New York, United States, United States
View →
HE
Harry Emck
Colleague at Templar Advisors
Greater London, England, United Kingdom, United Kingdom
View →
PK
Perillo Kent
Colleague at Templar Advisors
Fort Collins, Colorado, United States, United States
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LL
Lindsey Larrabee, Mba, Msib, Fbs®, Cpwa®
Colleague at Templar Advisors
Denver Metropolitan Area, United States
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1 education record
Megan Philbin education
FAQ
Frequently asked questions about Megan Philbin
Quick answers generated from the profile data available on this page.
What company does Megan Philbin work for?
Megan Philbin works for Templar Advisors.
What is Megan Philbin's role at Templar Advisors?
Megan Philbin is listed as Communications Coach & Consultant at Templar Advisors.
What is Megan Philbin's email address?
AeroLeads has found 1 work email signal at @templaradvisors.com for Megan Philbin at Templar Advisors.
Where is Megan Philbin based?
Megan Philbin is based in Boston, Massachusetts, United States while working with Templar Advisors.
What companies has Megan Philbin worked for?
Megan Philbin has worked for Templar Advisors, Bond Girl Strategies, Hult International Business School, Barclays, and Lehman Brothers.
Who are Megan Philbin's colleagues at Templar Advisors?
Megan Philbin's colleagues at Templar Advisors include Niels Jensen, Paul Minx, Hugo Williams, Michelle Margolin, and James Patrick.
How can I contact Megan Philbin?
You can use AeroLeads to view verified contact signals for Megan Philbin at Templar Advisors, including work email, phone, and LinkedIn data when available.
What schools did Megan Philbin attend?
Megan Philbin holds Bachelor Of Science (Bs), Finance, English from Georgetown University - The Mcdonough School Of Business.
What skills is Megan Philbin known for?
Megan Philbin is listed with skills including Trading, Capital Markets, Recruiting, Diversity Training, Finance, Credit Derivatives, Preferred Stock, and Public Speaking.
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