As an Operations Associate, Maggie works with Prio’s trading and wealth service teams to ensure that allocation, settlement, and trading reports are reconciled for all of the firm’s clients.
Maggie has been in the financial services industry for over 30 years. Prior to joining Prio Wealth in 2019, Maggie was a Senior Municipal Bond Trader at Columbia Threadneedle Investments. During her 12 years at Columbia, she worked closely with Fixed Income Strategists facilitating municipal trades for separately managed accounts. Before joining Columbia, Maggie worked at RBC Capital Markets trading municipal bonds for retail accounts. She is a graduate of St. Anselm College with a Bachelor of Arts in Business.
Maggie’s personal priorities are keeping up with family and friends.