Megan Grandmaison is the Vice President of Client Service at Robertson Stephens, where she leads the team through all stages of client engagement. She’s instrumental in assisting clients with new accounts, money movement, operations, charitable gifting, and family office services. With over a decade of experience in customer service and more than five years as an entrepreneur, Megan brings a well-rounded skill set to the team, excelling in client relationships and organizational practices. Before joining the team, Megan worked as a small business consultant, helping local businesses reach their full potential through business development, human resources, and marketing. Megan graduated summa cum laude from Johnson & Wales University with a Bachelor of Science degree in Entrepreneurship. She later earned a Master of Business Administration degree from the University of Rhode Island. Megan holds her General Securities Representative License (Series 7), the Uniform Securities Agent State Law Exam (Series 63), and the Uniform Investment Advisor Law Exam (Series 65).