Mary Seay Email & Phone Number

Vice President, Client Operations @ Campbell Deegan Financial

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Mary Seay Location

Richmond, VA, US

Mary Seay Work

2021 - now Vice President, Client Operations @ Campbell Deegan Financial
2020 - 2021 Associate Wealth Advisor @ Campbell Deegan Financial
2017 - 2020 Senior Client Associate @ Campbell Deegan Financial

2013 - 2017 Registered Client Associate @ Merrill Lynch
2010 - 2013 Owner and Consultant @ Broadview Consulting, LLC

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Mary Seay Education

Virginia Commonwealth University
M.S. (Rehabilitation Counseling)
2004 - 2006
Sweet Briar College
Bachelor of Science (B.S.) (PSYCHOLOGY)
2000 - 2004

Mary Seay Skills

401k Rollovers
Notary Public
Portfolio Performance Analysis

Relationship Management
Acats
Client Relations
Case Managment
Series 66
Customer Service
Variance Reports

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Mary Seay Summary

Mary Seay, based in Richmond, VA, US, is currently a Vice President, Client Operations at Campbell Deegan Financial. Mary Seay brings experience from previous roles at Campbell Deegan Financial, Merrill Lynch and Broadview Consulting, LLC. Mary Seay holds a 2004 - 2006 M.S. in Rehabilitation Counseling @ Virginia Commonwealth University. With a robust skill set that includes 401k Rollovers, Notary Public, Portfolio Performance Analysis, Relationship Management, Acats and more. Mary Seay has 2 emails on RocketReach.

Mary Seay Emails

Found 2 emails

Mary Seay Phone Numbers

Found 3 phone numbers

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Top Campbell Deegan Financial Employees

Andrew Blain

Wealth Advisor at Campbell Deegan Financial

Richmond, VA, US
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- +1 804-380-XXXX
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Angeline Sotelo

Client Operations Associate at Campbell Deegan Financial

Richmond, VA, US
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- cdfva.com
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