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Client and Corporate Services
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.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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