Business Analyst
Current
Dec 2023 - Present
AeroLeads people directory · profile
Meg Lanzinger Email & Phone Number
Business Analyst at Freestone Capital
at
Freestone Capital Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Business Analyst at Freestone Capital
Location
Greater Seattle Area, United States, United States
Company size
Who is Meg Lanzinger? Overview
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Quick answer
Meg Lanzinger is listed as Business Analyst at Freestone Capital at Freestone Capital Management, a company with 78 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Meg Lanzinger.
Meg Lanzinger previously worked as Business Analyst at Freestone Capital Management and Senior Portfolio Administrator at Parametric. Meg Lanzinger holds Bachelor Of Arts In Business Administration, Business Analytics, Senior from Seattle University.
Company email context
Email format at Freestone Capital Management
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Freestone Capital Management
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Profile bio
About Meg Lanzinger
Meg Lanzinger is a Business Analyst at Freestone Capital at Freestone Capital Management.
Current workplace
Meg Lanzinger's current company
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Freestone Capital Management
8 roles
Meg Lanzinger work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Administrator
Jan 2023 - Dec 2023
Portfolio Administrator
Portfolio administrator on the SMA reconciliation team. Responsible for identifying and resolving discrepancies in portfolio holdings using varying custodial datasets.
Apr 2021 - Jan 2023
Financial Planning Services Associate
Supported financial representatives to increase productivity by providing planning and integrated operations support. Assisted with the client onboarding process in getting applications submitted to underwriting and scheduling medicals for new clients.
May 2020 - Nov 2020
Office Manager
Worked for a financial security team managing client relations for a representative. Responsible for scheduling, managing calendars, team communication and maintaining lasting relationships with clients.
Jan 2020 - Aug 2020
Front Office Associate
Managed front office duties and interacted closely with clients. Provided administrative support for staff and financial advisors including assistance of client on-boarding and operations with Home and District offices.
May 2019 - Jan 2020
Yoga Instructor
Taught multiple yoga classes weekly and enhanced confidence in leading and speaking to large groups.
Nov 2019 - Mar 2020
Sales Associate
Met and exceeded sales goals while providing the best possible customer experience in a fast-paced competitive environment.
May 2017 - Feb 2018
Team & coworkers
Colleagues at Freestone Capital Management
Other employees you can reach at freestonecapital.com. View company contacts for 78 employees →
CH
Courtney Hastings, Cfp®
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
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AW
Aaron Welter
Colleague at Freestone Capital ManagementDenver, Colorado, United States, United States
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SG
Sean Gonzalez, Cfp®
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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GF
Gary Furukawa
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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RW
Rachel Walters, Crpc™
Colleague at Freestone Capital ManagementSan Francisco Bay Area, United States
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MA
Matt Abrams, Cfp® Cpwa®
Colleague at Freestone Capital ManagementBothell, Washington, United States, United States
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BK
Bloomee Kalita
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
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MS
Mike Schneider
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
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CO
Christopher Odem
Colleague at Freestone Capital ManagementBellevue, Washington, United States, United States
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BL
Bryce Leone
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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Courtney Hastings, Cfp®
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
View →
AW
Aaron Welter
Colleague at Freestone Capital ManagementDenver, Colorado, United States, United States
View →
SG
Sean Gonzalez, Cfp®
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
View →
GF
Gary Furukawa
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
View →
RW
Rachel Walters, Crpc™
Colleague at Freestone Capital ManagementSan Francisco Bay Area, United States
View →
MA
Matt Abrams, Cfp® Cpwa®
Colleague at Freestone Capital ManagementBothell, Washington, United States, United States
View →
BK
Bloomee Kalita
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
View →
MS
Mike Schneider
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
View →
CO
Christopher Odem
Colleague at Freestone Capital ManagementBellevue, Washington, United States, United States
View →
BL
Bryce Leone
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
View →
1 education record
Meg Lanzinger education
FAQ
Frequently asked questions about Meg Lanzinger
Quick answers generated from the profile data available on this page.
What company does Meg Lanzinger work for?
Meg Lanzinger works for Freestone Capital Management.
What is Meg Lanzinger's role at Freestone Capital Management?
Meg Lanzinger is listed as Business Analyst at Freestone Capital at Freestone Capital Management.
Where is Meg Lanzinger based?
Meg Lanzinger is based in Greater Seattle Area, United States, United States while working with Freestone Capital Management.
What companies has Meg Lanzinger worked for?
Meg Lanzinger has worked for Freestone Capital Management, Parametric, Northwestern Mutual, Corepower Yoga, and Nordstroms.
Who are Meg Lanzinger's colleagues at Freestone Capital Management?
Meg Lanzinger's colleagues at Freestone Capital Management include Courtney Hastings, Cfp®, Aaron Welter, Sean Gonzalez, Cfp®, Gary Furukawa, and Rachel Walters, Crpc™.
How can I contact Meg Lanzinger?
You can use AeroLeads to view verified contact signals for Meg Lanzinger at Freestone Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Meg Lanzinger attend?
Meg Lanzinger holds Bachelor Of Arts In Business Administration, Business Analytics, Senior from Seattle University.
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