Client and Corporate Services

Biography

Marie is a Principal based in the San Francisco office. Marie manages client billing, financial reporting, accounts payable, and accounts receivable. She also oversees employee orientation and departure processes as well as the administration of benefits, payroll, and company policies related to employment.

Prior to joining Cerity Partners, Marie served as the Finance & Business Manager at B|O|S where she managed finance, human resources and office administrative functions. Prior to B|O|S, Marie spent four years with Bank of America in the Institutional Trust Department and three years in the Sales Department at Dow Jones Newswires, a financial and business news source for wealth managers and institutional investors.

Education

  • B.A. in Sociology from Queens College, City University of New York

Connect with Marie

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client and Corporate Services Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.