Margaret is a Business Analyst at Veracity Capital, where she supports key areas of the firm’s operations through her experience in RIA finance and compliance. In her role, she helps maintain strong financial processes and ensures alignment with regulatory standards.
Before joining Veracity Capital, Margaret held a variety of roles, including compliance associate, client service manager, and controller at independent RIA firms in the Orange County area, gaining valuable insight across both operational and client service functions.
As a graduate of the University of California, Los Angeles (UCLA), Margaret earned a bachelor’s degree in applied mathematics.
