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Maighread Peterson
Client Operations Specialist
Maighread Peterson is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Maighread assists with all service-related needs of Annex Wealth Management clients including new client onboarding, scheduling, and account paperwork.
Prior to Annex Maighread spent over 10 years in customer relations, problem identification and resolution, as well as staff management.
Maighread graduated from Queens University Belfast in 2010 with a Joint Honors Degree in History and Sociology. She also has a certificate in International Business Practice from University of Dubuque.
Maighread likes to spend her spare time baking and decorating cakes, traveling with her two children, and journaling.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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