Mary Ferreira's Location
Bothell, WA, US
Mary Ferreira's Work
- Financial Advisor - Shareholder @ Viridian Investments
- Director - Wealth Management @ Appropriate Balance Financial Services, Inc.
- Institutional Sales @ Drexel Burnham Lambert
- Vice President @ Tuttle & Co
Mary Ferreira's Education
- College for Financial Planning
(Education)
2003 - 2006 - University Of California - Berkeley1984 - 1987
Mary Ferreira's Skills
- Portfolio Management
- Special Needs Planning
- 401k Rollovers
- Investments
- Comprehensive Financial Planning
- Finance
- Certified Financial Planner
- Asset Allocation
- Investment Advisory
- Divorce Planning
Mary Ferreira's Summary
Mary Ferreira, based in Bothell, WA, US, is currently a Financial Advisor - Shareholder at Viridian, bringing experience from previous roles at Appropriate Balance Financial Services, Inc., Drexel Burnham Lambert and Tuttle & Co. Mary Ferreira holds a 2003 - 2006 College for Financial Planning. With a robust skill set that includes Portfolio Management, Special Needs Planning, 401k Rollovers, Investments, Comprehensive Financial Planning and more, Mary Ferreira contributes valuable insights to the industry. Mary Ferreira has 2 emails on RocketReach.
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