Margaret N.

Experience

• 

  Elm3 Financial & CPA Group

  Jun 2020 - now

  As ELM3's Financial and Data Analyst, I monitor and update clients' financial accounts in order to assist them with bookkeeping and financial planning. My experience as a writer and educator allows me to analyze abstract data and communicate my findings to clients in a manageable and informational manner. In addition to personalized financial analysis and education, I provide broad-based market research and analysis to clients through weekly and monthly newsletters, blog articles, and social media posts. Show less

  • Chief Compliance Officer

    Jan 2023 - now

  • Financial Advisor

    Jan 2022 - now

  • Financial and Data Analyst

    Jun 2020 - Jan 2023