Meredith Deffley

Meredith Deffley is a professional in the financial services industry, currently working at Citizens Securities, Inc. Based on the available information, here's what we know about her:

Professional Background

Meredith Deffley holds the position of Wealth Management Operations Manager, AVP - Middle Office & Annuities at Citizens Securities, Inc.1 Her role likely involves overseeing operational aspects of wealth management, particularly in the areas of middle office functions and annuities.

Education and Experience

• She received her education from Saint Michael's College.1
• Deffley has over 500 connections on LinkedIn, suggesting she has built a substantial professional network in her field.1

Additional Roles and Involvement

• Deffley is involved with the Bank Insurance & Securities Association (BISA) Diversity, Equity, and Inclusion (DE&I) team. In October 2023, she participated in presenting a capstone project to committee members and the Urban League of Broward County in Washington, D.C.2
• She has been described as an accomplished Operations Support Lead at Citizens Investment Services, demonstrating expertise in brokerage operations.

Personal Interests

While not directly related to her current role, it's worth noting that Meredith Deffley has shown interest in alumni activities. She was involved in arranging a class reunion for The Prout School, along with classmates Nejla Calvo and Victoria Antonelli.3

Meredith Deffley appears to be a dedicated professional in the wealth management and financial services sector, with a focus on operational aspects and a commitment to diversity and inclusion initiatives within her industry.