Meglyn Lansing
Managing 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 a Salesforce Administrator, Salesforce Platform App Builder, and Advanced Salesforce Administrator.
Meglyn is an avid tennis player who also enjoys traveling with her husband and spending time with her family.
Group
Office
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 a Salesforce Administrator, Salesforce Platform App Builder, and Advanced Salesforce Administrator.
Meglyn is an avid tennis player who also enjoys traveling with her husband and spending time with her family.
