Meghan Oshea

Operations Rotational Analyst @Janney Montgomery Scott LLC

Philadelphia, PA, US

Completed one one-year rotation with Account Services; now serving in a second rotation with Mutual Funds Operations.Work with Janney’s network of 900 financial advisors to open new accounts, manage client information, facilitate external transfers, and place mutual fund trades for accounts belonging to the firm’s over clients.Write and proofread cross-department procedures for a long-term project to standardize and compile together all Operations protocols into a central program, as well as aiding in and leading cross-department informational sessions.

Bryn Mawr College

Bachelor of Arts - BA