
9years
experience
experience
1years
with Oak
with Oak
Relationship Management
Megan Trobenter
Client Services Manager
Experience
Meg joined Oak Associates, ltd. In 2021 as our Client Services Manager. Prior to joining our firm, Meg worked at Charles Schwab in Retirement Plan Services in both their Loan Operations and Client Services Departments in both Ohio and Texas. She has also spent time with TD Ameritrade as an Operations Manager, earlier in her career.
Education
Meg received her Bachelor of Science Degree in Human Development and Family Studies from Bowling Green State University.