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Megan Benz

Data Integrity and Compliance Specialist

Megan Benz serves as a Data Integrity & Compliance Specialist at Moneta, where she ensures the accuracy of client data, supports compliance initiatives, and drives operational efficiency. In her role, Megan manages and organizes client systems and files, implements process improvements, and collaborates to maintain best practices. Her expertise in enhancing workflows and her attention to detail allow her to streamline daily operations while ensuring compliance with industry regulations.

Megan began her career in healthcare, holding roles at Parc Provence, an Alzheimer’s and Dementia care facility, and Barnes Jewish Hospital in Patient Financial Services. She later transitioned into the financial services industry as a Client Service Administrator at Moneta, building a strong foundation for her current role.

Megan lives in Saint Peters and enjoys spending her free time with family and friends, reading, traveling, attending concerts, supporting the St. Louis Blues and Cardinals, being outdoors, and engaging with her community.

EDUCATION

  • BHSc, University of Missouri – Columbia

COMMUNITY INVOLVEMENT

  • Immanuel Lutheran Church, Olivette, Member of multiple committees and community outreach programs

A WEALTH OF INFORMATION

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Second Quarter Investment Report – 2025

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Geopolitics Update: Monitoring the Recent Escalation in the Middle East

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Monthly Recap – May 2025

Monthly Recap – May 2025

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May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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