Director of Operations
Megan Haugen is the Director of Operations for TrestleBridge Capital, LLC. She functions as the team’s client service liaison between financial advisors and clients. She facilitates various administrative functions, client support, account documentation, trade execution, and money transfers.
Megan has been in the financial services industry since 2006, and began working at TrestleBridge Capital three years ago.
She graduated with a bachelor’s degree in finance from The University of Pittsburgh.