Chief Compliance Officer
Current
Jan 2023 - Present
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Margaret N. Email & Phone Number
Chief Compliance Officer
at
Elm3 Financial & CPA Group
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Who is Margaret N.? Overview
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Quick answer
Margaret N. is listed as Chief Compliance Officer at Elm3 Financial & CPA Group, based in United States. AeroLeads shows a matched LinkedIn profile for Margaret N..
Margaret N. previously worked as Financial Advisor at Elm3 Financial & Cpa Group and Financial and Data Analyst at Elm3 Financial Group, Llc. Margaret N. holds Bachelor Of Arts - Ba, English Language And Literature, General from Brown University.
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Elm3 Financial & CPA Group
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Profile bio
About Margaret N.
As the Chief Compliance Officer of Elm3 Financial Group, Margaret is passionate about assisting clients in achieving their financial goals. Margaret is often one of the first people to meet new investment and financial planning clients. They love to listen and learn about each clients’ unique goals, dreams, and hopes. Margaret then uses their understanding of each client to develop financial plans, manage investment portfolios, and lead Elm3’s digital communication efforts. Margaret attended Brown University and attained their Bachelors of Arts in English Literature. They previously worked as a writer and educator before moving into the financial services industry. In addition to serving as the firm’s Chief Compliance Officer, Margaret is also a registered investment advisor with Elm3 Financial Group.
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3 roles
Margaret N. work experience
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Financial Advisor
Financial And Data Analyst
As ELM3's Financial and Data Analyst, I monitor and update clients' financial accounts in order to assist them with bookkeeping and financial planning. My experience as a writer and educator allows me to analyze abstract data and communicate my findings to clients in a manageable and informational manner. In addition to personalized financial analysis and education, I provide broad-based market research and analysis to clients through weekly and monthly newsletters, blog articles, and social media posts.
Jun 2020 - Jan 2023
1 education record
Margaret N. education
FAQ
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What company does Margaret N. work for?
Margaret N. works for Elm3 Financial & CPA Group.
What is Margaret N.'s role at Elm3 Financial & CPA Group?
Margaret N. is listed as Chief Compliance Officer at Elm3 Financial & CPA Group.
Where is Margaret N. based?
Margaret N. is based in United States while working with Elm3 Financial & CPA Group.
What companies has Margaret N. worked for?
Margaret N. has worked for Elm3 Financial & Cpa Group and Elm3 Financial Group, Llc.
How can I contact Margaret N.?
You can use AeroLeads to view verified contact signals for Margaret N. at Elm3 Financial & CPA Group, including work email, phone, and LinkedIn data when available.
What schools did Margaret N. attend?
Margaret N. holds Bachelor Of Arts - Ba, English Language And Literature, General from Brown University.
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