Margaret N.

Margaret N. Email and Phone Number

Chief Compliance Officer @ Elm3 Financial & CPA Group
Margaret N.'s Location
United States, United States
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.

Margaret N.'s Current Company Details
Elm3 Financial & CPA Group

Elm3 Financial & Cpa Group

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Chief Compliance Officer
Margaret N. Work Experience Details
  • Elm3 Financial & Cpa Group
    Chief Compliance Officer
    Elm3 Financial & Cpa Group Jan 2023 - Present
  • Elm3 Financial & Cpa Group
    Financial Advisor
    Elm3 Financial & Cpa Group Jan 2022 - Present
  • Elm3 Financial Group, Llc
    Financial And Data Analyst
    Elm3 Financial Group, Llc Jun 2020 - Jan 2023
    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.

Margaret N. Education Details

Frequently Asked Questions about Margaret N.

What company does Margaret N. work for?

Margaret N. works for Elm3 Financial & Cpa Group

What is Margaret N.'s role at the current company?

Margaret N.'s current role is Chief Compliance Officer.

What schools did Margaret N. attend?

Margaret N. attended Brown University.

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