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
- Vice President, Client Operations @ (December 2021 - Present)
- Associate Wealth Advisor @ (February 2020 - December 2021)
- Senior Client Associate @ (February 2017 - February 2020)
- Registered Client Associate @ (November 2013 - February 2017)
- Owner and Consultant @ (September 2010 - December 2013)
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
- Regulatory Compliance
- Series 7
- Account Management
- Strategy Alignment
- Process Optimization
- Stock Trading
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 3 emails and 2 mobile phone numbers on RocketReach.
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Top Campbell Deegan Financial Employees
Timothy Deegan
Co-Founder, Managing Partner
Richmond, VA, US
Mary Seay
Vice President, Client Operations
Richmond, VA, US
Andrew Blain
Wealth Advisor
Richmond, VA, US
Angeline Sotelo
Client Operations Associate
Richmond, VA, US
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