Mary Simonson's Location
Oregon City, OR, US
Mary Simonson's Work
- Executive Director, Compliance @ Atria Wealth Solutions
- Consultant @ Bates Group
- Chief Risk Officer @ Advisor Group
- SVP, Chief Compliance Officer @ Advisor Group
- Chief Compliance Officer @ SagePoint Financial
- VP, Compliance Manager @ West Coast Investments
- Director @ CFM Partners, Inc.
- VP,Sales Manager @ WM Financial Services
- SVP, Senior Compliance Officer @ JPMorgan Chase & Co.
- Chief Compliance Officer @ WM Financial Services
Mary Simonson's Education
- Pace University - Lubin School of Business
Bachelor of Business Administration - BBA (Business Administration and Management, General)
Mary Simonson's Skills
- Microsoft Excel
- Services
- Training
- Financial Analysis
- Strategy
- Financial Services
- Networking
- Investments
- Risk Management
- Business Relationship Management
Mary Simonson's Summary
Mary Simonson, based in Oregon City, OR, US, is currently a Executive Director, Compliance at Atria Wealth Solutions, bringing experience from previous roles at Bates Group, Advisor Group, AIG Advisor Group and SagePoint Financial. Mary Simonson holds a Bachelor of Business Administration - BBA in Business Administration and Management, General @ Pace University - Lubin School of Business. With a robust skill set that includes Microsoft Excel, Services, Training, Financial Analysis, Strategy and more, Mary Simonson contributes valuable insights to the industry. Mary Simonson has 2 emails and 1 mobile phone number on RocketReach.
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