Meg O’Connor Zwick is the Senior Vice President, Director of Client Services at Millennium Trust. Meg is responsible for delivering Millennium’s brand promise of providing exceptional service to over 500,000 individual clients as well as funds with over $14 billion in custody. In her role, she supports strategic organizational growth while building client relationships.
Meg is passionate about applying her deep understanding of custody to solve the complex problems our industry faces as it evolves from the traditional, paper-heavy ways of operating to the technology-driven world we live in today. She works with leading marketplace lending and alternative investment portals to help them develop and deploy financial technology systems that offer investors access to a wide range of asset types.
Meg has over 25 years of experience in the financial services industry with a strong background in securities, operations, and client services. She holds a bachelor’s degree in accounting from Miami University of Ohio.