Megan Seff
Wealth Advisor at BNY Wealth
- Role
- Wealth Advisor at Bny Wealth
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Megan Seff
I am a Wealth Advisor at BNY Wealth. In my role I work with a team of investment professionals to serve as fiduciary and investment manager for ultra high net worth individuals and families. I have 10+ years of experience in the financial services industry. I have a Bachelors Degree in business administration from the University of Miami.
Experience
Wealth Advisor
Jan 2026 — Present
Education
University of Miami
Bachelor of Business Administration (B.B.A.), Finance
2013 — 2017
Skills
- Fundraising
- Capital Iq
- Microsoft Office
- Social Networking
- Salesforce.com
- Research
- Social Media Marketing
- Powerpoint
- Microsoft Excel
- Public Speaking
- Event Planning
- Photoshop
- Customer Service
- Microsoft Word
- Social Media
- Leadership
- Marketing
- Teamwork
- Public Relations
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