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Mary Mcmurray
Transfer Agent Specialist at Meeder Investment Management
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Work Experience
Transfer Agent Specialist
Dec 2003 - Dec 2010 · 7 years
Consultant
1998 - 2000 · 2 years
cmhc systems
Project Manager
1991 - 1998 · 7 years
Company Details
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financials advisors and their clients as well as government entities, with over $150 billion in assets under advisement.* Meeder’s advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. At Meeder, we pride ourselves on living our five core values: - Do the Right Thing - Driven & Results Oriented - Relationships Matter - Continuous Improvement - Discipline Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients. Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder. *Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management’s registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
Year Founded
1974
Social Media
Linkedin
Industry
Financial Services, Investment Services
HQ Location
6125 Memorial Drive Dublin, OH 43017, US
Keywords
Mutual FundsRetirement PortfoliosTactical Asset AllocatioCash ManagementSeparately Managed AccountsDefensive InvestingAsset ManagementPublic FundsWealth Management401k
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