Meglyn Lansing has been with Pathstone since 2016 and serves as a member of the Technology team. She is responsible for managing the company’s CRM System by overseeing the overall data management, configuration, app buildout, related policies and procedures, and user support. Meglyn also works on various firm-wide projects and initiatives, and she is a member of Pathstone’s Risk Committee.
Prior to Pathstone, Meglyn worked at Convergent Wealth Advisors for 11 years. At Convergent, Meglyn served in a similar role, as a business and systems analyst, and was responsible for both the CRM and SharePoint systems. During this time Meglyn also managed and supported many company initiatives and system/data related projects.
Meglyn is a Certified Salesforce Administrator and a Certified Salesforce Platform App Builder.
Meglyn is an avid tennis player who enjoys traveling with her husband and spending time with her family.