Margaret Moran
Finance Student at Merrimack College
- Role
- Investor Services Associate Intern at Franklin Templeton
- Location
- North Andover, MA, US
- LinkedIn followers
- 500 followers
About Margaret Moran
My name is Margaret Moran and I am a finance major and accounting minor student at Merrimack College, set to graduate in May 2026 with a GPA of 3.81. I have gained valuable experience as an Investor Services Associate Intern at Franklin Templeton where I managed client relationships, ensured compliance, and processed transactions. As an Area Manager at Merrimack College, I currently lead a team of over 30, overseeing operations and training. I am also on the Division I Merrimack College Dance Team and hold the position of Head Captain. I volunteer in events such as Mack Gives Back, Relay for Life, A Day With MCDT, and David F. Talevi Foundation events to raise money for those in need, American Cancer Society, and the American Heart Association. I am currently working towards obtaining my SIE.
Experience
Investor Services Associate Intern
Jun 2024 — Present
Assist in managing relationships with clients by addressing inquiries, processing transactions, and providing timely updates on their investment portfolios. Possessed comprehensive knowledge of the full range of investment funds offered by the company. Assisted in maintaining compliance with company regulations and internal policies by performing security checks on all client interactions and implementing a comprehensive quality assurance guide.
Education
Merrimack College
Bachelor's degree, Finance
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