As Relationship Manager, Mary supports advisors in the areas of Marketing, Underwriting, Software Training and general Operational Support. Through this function, Mary alleviates back office administrative tasks and provides necessary system support so advisors can focus their time and energy on servicing their clients. Mary's professional and personable nature compliments her eagerness to serve in this role.
Mary has a degree in Business Administration: Marketing from LeMoyne College in Syracuse, New York. She has a diverse background in marketing and administrative work and has held many different marketing roles. She is originally from Upstate New York and currently lives in Arlington.