As Chief Operating Officer at AIM, Meghan leads business operations, client experience, and product development, advancing strategic initiatives that optimize efficiency and deliver exceptional value to advisors and clients. With over 17 years of experience in the financial services industry, she brings extensive expertise in advisor support and business operations. Prior to joining AIM, Meghan spent 14 years at Charles Schwab & Co., serving in service, transition, sales, and relationship management roles. She holds a B.S. in Retailing and Consumer Science from the University of Arizona and an MBA from Louisiana State University Shreveport. (Series 7, 66, 9, 10 – inactive)