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About Margaret Leung
Margaret leads a team of specialists covering ETFs, 529s and closed end funds and is involved in the development and execution of the firm’s distribution plan of these investment vehicles.
Prior to joining the firm in 2015, she covered the western region of the U.S. in various sales capacities. She served as UIT business development specialist at Invesco, driving business through product and market expertise and partnering with distribution on strategic initiatives across various channels. She started her career in the investment industry in 2007 with SunAmerica Capital Services.
Margaret graduated with a B.A. in Psychology and Social Behavior from the University of California, Irvine. She holds the FINRA Series 7, 24 and 51 securities registrations.