Mary Lack Email & Phone Number
Client Services Coordinator @ LongView Wealth Management
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Mary Lack Location
- Madison, GA, US
Mary Lack Work
- 2020 -now Client Services Coordinator @
- 2020 -2020 Client Service Associate @
- 2019 -2020 Client Marketing Specialist Intern @
Mary Lack Education
- Cannon Financial Institute
Certified Wealth Strategist®
2019-2020 - The University of Georgia
Bachelor's of Science in Family and Consumer Sciences (Financial Planning)
2017-2019
Mary Lack Skills
- Interpersonal Skills
- Financial Reporting
- Communication
- Time Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Teamwork
- Organization Skills
- Creativity Skills
Mary Lack Summary
- Mary Lack, based in Madison, GA, US, is currently a Client Services Coordinator at LongView Wealth Management. Mary Lack brings experience from previous roles at UBS and Cannon Financial Institute. Mary Lack holds a 2019 - 2020 Certified Wealth Strategist® @ Cannon Financial Institute. With a robust skill set that includes Interpersonal Skills, Financial Reporting, Communication, Time Management, Microsoft Excel and more. Mary Lack has 1 mobile phone numbers on RocketReach.
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