Congratulations to Client Relationship Associate, Lynne Davidson, for being recognized by the Wichita Business Journal as a Young Professional in Professional Services. As a Client Relationship Associate for the 6 Meridian team, Lynne shared with the WBJ a recent challenge and outcome in her career.
Many of our clients have assembled professional teams to help manage their assets. We’re committed to working with those teams to provide our mutual clients with a better experience. We identified challenges in getting their CPAs critical tax documents and created a portal to help deliver those more efficiently. This involved input from 6 Meridian’s IT department, service team and COO. We received positive feedback for helping streamline the process for them allowing for a seamless client experience during tax season.
Lynne Davidson
Congrats, Lynne!
Visit the WBJ article to learn more about Lynne’s role and accomplishments.
