Meg Zwick

About Meg Zwick

With over 30 years in financial services, I’ve gained a wealth of experience in leadership roles that span securities, operations and client service. In my role as Executive Director at Millennium Trust, I lead the teams that provide outstanding service to over 2 million institutional and individual clients. • Increased Net Promoter Score by 50+ points • Improved overall Google ratings for firm by 260 % • Co-lead team of the MTCulture team that defined and promotes company values • Executive Sponsor of Millennium Trust\'s Women\'s Professional Network The common thread throughout my career has been service—helping others has always come naturally to me. I respond to clients’ challenges by understanding their business and concerns, and identifying solutions that meet their needs. I mentor colleagues, and empower my team by communicating my vision and inspiring them to be a part of it. I’ve gained a broad perspective on how to build businesses by identifying opportunities and implementing creative solutions to grow. I played a key role in building the firm’s Fund Custody practice, representing $16 Billion in assets under custody, and I have a deep understanding of the marketplace lending segment. I regularly present at industry conferences and work with clients to create solutions to challenges, oftentimes when no solution previously existed. My passion for service extends beyond my role at Millennium Trust. I am on the board of Play Smart Literacy, a non-profit organization that engages with vulnerable, low-income families in the Chicago area to bring learning support through innovative technology.

Experience

1. Executive Director

   Millennium Trust Company

   May 2017 — Present

   Responsibility for serving as the voice of the client and driving organizational initiatives to deliver our brand promise of exceptional service. This encompasses supporting strategic organizational growth, maximizing client acquisition, and building new and expanding existing client relationships. Drive the business to work together for optimum client experience delivery. Responsibilities for overall management Client Services Teams including partnering with Senior Managers to meet firm objectives. Work closely with Custody Services and Retirement Services sales team to support and enhance the product line and business development, as well as relationship management, Marketing to develop content, participate in industry speaking opportunities and manage social media, as well as Operations to ensure operational objectives support the firm service goal.

Education

• Miami University

  B.S.

• Chicago Booth Executive Education

  Strategic Business Leadership

  2018