Meredith Loyd, C AI A
About Meredith Loyd, C AI A
Meredith Loyd is the Internal Sales Director at Victory Capital, where she has worked since 2019. She has extensive experience in the financial services industry, having held various roles at Merrill Edge, PRAXIS FINANCIAL PARTNERS LLC, and OppenheimerFunds.
Work at Victory Capital
Meredith Loyd has served as the Internal Sales Director at Victory Capital since 2019. In this role, she focuses on building and maintaining relationships with financial advisors and retail clients. Her position involves leveraging her extensive knowledge of trading and portfolio strategies to support the firm's sales initiatives. Based in Greenwood Village, Colorado, she has contributed to the company's growth in the financial services sector over the past five years.
Professional Experience in Financial Services
Meredith Loyd has accumulated significant experience in the financial services industry. Prior to her current role, she worked at OppenheimerFunds as a Regional Advisor Consultant from 2017 to 2019. She also held various positions at Merrill Edge, including Senior Registered Phone Representative, Investment Specialist, and AVP, Premium Elite Relationship Manager, between 2011 and 2015. Additionally, she served as a Registered Associate at PRAXIS FINANCIAL PARTNERS LLC from 2015 to 2017.
Education and Expertise
Meredith Loyd studied at the University of Colorado Boulder, where she earned a Bachelor of Arts degree in Psychology. She also completed her secondary education at Greater Atlanta Christian School, achieving a College Preparatory Diploma. Her educational background supports her comprehensive knowledge of trading and portfolio strategies, which she applies in her professional roles.
Background in Client Relations
Meredith Loyd has a strong background in client relations, having built relationships with both financial advisors and retail clients throughout her career. Her experience spans various roles that emphasize communication and relationship management, which are essential in the financial services industry. Her motivation to learn and adapt has enabled her to thrive in a constantly evolving field.