Margaret Meaux, IACCP®

Margaret Meaux, IACCP®

Summer Associate

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  • Timeline

  • About me

    Chief Compliance Officer and Operations Coordinator

  • Education

    • The University of Dallas

      2015 - 2019
      Bachelor's degree Economics and Finance
  • Experience

    • Beaumont Asset Management, L.L.C.

      May 2017 - Aug 2017
      Summer Associate

      • Transferred all paper files and client information into a new online system• Answered client questions and scheduled appointments by phone

    • Conn's HomePlus

      May 2018 - Aug 2018
      Loan Servicing Maintenance Intern

      • Worked closely with customer loan accounts to identify accounts that needed refunds and issued refunds to these accounts• Eliminated backlog of customer accounts needing refunds• Manually closed customer loan accounts after researching customer payments

    • The University of Dallas

      Aug 2018 - May 2019
      Economics Tutor

      • Tutored students in Economics Courses• Organized group study sessions for students

    • Wells Fargo

      Sept 2019 - Nov 2021
      Credit Analyst
    • Beaumont Asset Management, L.L.C.

      Nov 2021 - now
      • Chief Compliance Officer and Operations Coordinator

        Nov 2023 - now
      • Compliance and Operations Coordinator

        Nov 2021 - Nov 2023
  • Licenses & Certifications

    • Investment Adviser Certified Compliance Professional

      NRS, a COMPLY company
      Oct 2023
    • Chartered Retirement Plans Specialist™

      College for Financial Planning
      Oct 2022
    • Wealth Management Specialist™

      College for Financial Planning
      Mar 2022
    • Series 65

      FINRA (Financial Industry Regulatory Authority)
      Nov 2018
    • Financial Paraplanner Qualified Professional™

      College for Financial Planning
      Jun 2022