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.
