Meredith Garrison

Meredith Garrison has a diverse work experience in various roles and companies. Meredith is currently, since February 2023, working as a Vice President, Direct Sales Specialist at Morningstar. Prior to that, they worked at Salesforce from November 2021 to February 2023, serving as a Success Plan Advisor, Senior Manager. Earlier in their career, they held positions at Morningstar as a Senior Customer Success Manager from April 2020 to October 2021, and as a Customer Success Manager from March 2019 to April 2020. Before joining Morningstar, they were a Senior Associate at DWS Group from September 2015 to March 2019. Meredith started their career at Fidelity Investments, where they worked as a Relationship Manager from December 2013 to August 2015, and as a Financial Representative from September 2012 to December 2013.

Meredith Garrison obtained a Bachelor of Science degree in Marketing from Indiana University - Kelley School of Business from 2008 to 2012. Meredith also studied Italian Language and Culture, Luxury Fashion Marketing, and Business Communications at Universita Cattolica del Sacro Cuore for a year in 2011. Additionally, they have various certifications in the financial industry such as a Life Insurance License and exams including Series 63, Series 66, and Series 7.