Megan Philbin

Communications Coach & Consultant

Role
Director at Templar Advisors
Location
Boston, MA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Megan Philbin

Megan Philbin brings 15+ years of Wall Street experience to Templar, the majority of that as a corporate bond trader and senior member of the Credit business at Lehman Brothers and Barclays.She works with a wide range of financial services clients advising them on public speaking and client engagement, preparation for annual investor conferences, fundraises, roadshows and M&A.Her clients include top-tier asset managers, global investment banks, and insurance companies. She has a particular focus on alternatives, supporting private equity and private credit firms with fund-raising, LP conferences and portfolio exits.Throughout her Wall Street career Megan had extensive involvement in talent acquisition and diversity efforts, a passion she brings to her role as Templar’s lead for its Women’s Development Series in the U.S.She joined Templar in 2018 and is based in Boston.

Experience

  1. Director

    Templar Advisors

    Jan 2024 — Present · Boston, MA, US

Education

  • Georgetown University McDonough School of Business

    Bachelor of Science (BS), Finance, English

    1997 — 2001

Skills

  • Hedge Funds
  • Investments
  • Finance
  • Fixed Income
  • Credit
  • Corporate Bonds
  • Public Speaking
  • Derivatives
  • Recruiting
  • Preferred Stock
  • Bloomberg
  • Diversity Training
  • Asset Management
  • Trading
  • Investment Banking
  • Credit Derivatives
  • Capital Markets

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Megan Philbin — Director at Templar Advisors in Boston, MA, US | Unifers