Senior Vice President, Director of Marketing
Mary brings more than 20 years of marketing experience to the firm and leads its marketing strategy. She is responsible for working with senior product and client service managers to ensure all business development activities align with the business strategy.
Before assuming her current role, Mary served as vice president for Millennium Trust's health savings account (HSA) programs. Drawing on her extensive sales and marketing experience in the financial services industry, she developed and maintained the firm's national HSA account relationships.
Prior to joining Millennium Trust, Mary served as vice president of marketing for Harris Investor Services and director of marketing for Wayne Hummer Investments.
She earned a bachelor's degree in marketing from Millikin University and previously held the FINRA Series 7 securities license.