Meglyn Lansing

Salesforce Administrator, Salesforce Platform App Builder, Advanced Salesforce Administrator

Director

  • Shareholder

Meglyn Lansing started with Pathstone in 2017 and serves as a member of the Investment Operations team. She is responsible for managing the company’s Salesforce CRM System and Support Team. Meglyn also works on various firm-wide projects and initiatives, and she is a member of Pathstone’s Risk Committee and DEI Committee.

Prior to Pathstone, Meglyn worked at Convergent Wealth Advisors for 11 years.  At Convergent, Meglyn served as a business and systems analyst, and was responsible for both their Microsoft Dynamics CRM and SharePoint systems.  During this time Meglyn also managed and supported many company initiatives and system/data related projects.

Meglyn is an avid tennis player who also enjoys traveling with her husband and spending time with her family.

Group

Advisory Operations

- Salesforce

Certification

Salesforce Administrator

Salesforce Platform App Builder

Advanced Salesforce Administrator

Office

D.C. Metro Area (Potomac)

Contact & Locations

Meglyn Lansing started with Pathstone in 2017 and serves as a member of the Investment Operations team. She is responsible for managing the company’s Salesforce CRM System and Support Team. Meglyn also works on various firm-wide projects and initiatives, and she is a member of Pathstone’s Risk Committee and DEI Committee.

Prior to Pathstone, Meglyn worked at Convergent Wealth Advisors for 11 years.  At Convergent, Meglyn served as a business and systems analyst, and was responsible for both their Microsoft Dynamics CRM and SharePoint systems.  During this time Meglyn also managed and supported many company initiatives and system/data related projects.

Meglyn is an avid tennis player who also enjoys traveling with her husband and spending time with her family.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

Contact & Locations

Alexandria, VA

Contact & Locations

Maryland

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Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

Contact & Locations

Boston, MA

Contact & Locations

Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

Contact & Locations

Austin, TX

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Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations