Megan L. Smith

Finance

Consumer Services

Profile

Ms. Smith earned a B.S.
in Economics from Miami University of Ohio.
While attending Miami University, She was a Supplemental Economics Instructor.
She previously interned for the Cintas Corporation in their sales division.
She enjoys running and completed her first half marathon in the spring of 2007.

Former positions of Megan L. Smith

Companies	Position	End
Windward Investment Management Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston	Sales & Marketing	08/11/2010
Windhaven Investment Management, Inc. Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors.	Sales & Marketing	-

See the detail of Megan L. Smith's experience

Training of Megan L. Smith

Miami University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies