Margaret Dragolovich provides guidance to clients through multiple processes as a Client Service Manager. She responds to client requests, handles deposits and distributions, and tracks all investment activity. Her duties also include the management of SageView’s quarterly report process.
Margaret began her career in the financial industry 25 years ago at a regional investment consulting firm. She earned a B.S. in Mathematics from University of California Los Angeles. She currently holds the Series 7 and Series 66 securities registrations.