Margaret Foree has worked for several years in the banking industry, with experience derived from three major financial institutions where she performed in various customer-facing roles such as branch associate, small business partnership banking champion, and personal banker. As a branch associate, she assisted customers on a daily basis with their accounts and financial concerns, reviewing customer accounts, offering financial advice, and performing as an expert in bank polices, regulations, and products. As a personal banker, Maggie opened new accounts for both individuals and small business clients. She advised small business clients on required documentation, the legal organization and implications of different business entities, as well as small business banking products and financing options. Maggie currently works as a staff accountant for a Portland, Oregon accounting firm, where she focuses on small business bookkeeping and accounting.
- Sep 12, 2013
- Mar 21, 2013