Maggie Neilson

“I find it rewarding to be able to help my clients."

 

Maggie graduated from St. Mary's College with a BS in Marketing.  After school, she spent many years at Harris Associates, first as a Senior Portfolio Associate where she worked closely with clients and their banks, accountants, and attorneys.  She also performed monthly reconciliation of client bank statements and trading.  Her last years at Harris were spent as the Executive Assistant to the Chairman and CEO.

She continued on with the CEO after his retirement as his Personal Assistant.  In this role, she served as the liaison for his accountant, attorney, and personal banker, gathered data and documents for his tax returns, managed his bill pay, calendar, and travel arrangements.

Maggie resides with her husband in Cary, IL and they have two grown children.  After her dad passed away Maggie managed her mom's finances and personal affairs until her mom's death.  The role of MPB Client Advocate provides the perfect opportunity to combine her professional and personal experience to assist individuals facing challenges with their personal finances.

Her background includes:

Education:

Bachelor of Science in Marketing, St. Mary's College, Winona, MN

Work:

Personal Assistant, High Net Worth Individual & Family

Executive Assistant to CEO/Senior Portfolio Associate, Harris Associates LP

**Notary Public in Illinois

Passions: Maggie enjoys spending time with family and friends, traveling, reading, and knitting in her downtime.

How she makes a difference: Her strengths of being organized, detail-oriented and trustworthy contribute to making a difference in the lives of her clients.  She is extremely rewarded by being able to help her clients and alleviate some of their stress.