Mary Wescott Email & Phone Number
Chief Administration Officer @ Private Client Services (PCS), Member FINRA, SIPC
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Mary Wescott Location
- Louisville, KY, US
Mary Wescott Work
- Chief Administration Officer @ (September 2018 - Present)
- Chief Operations Officer @ Private Client Services, LLC (April 2013 - Present)
- Operations Officer @ Private Client Services, LLC (April 2013 - Present)
- Vice President, Compliance @ (November 2007 - April 2013)
- Marketing Director - Investment Company Insurance Solutions @ AEGON Transamerica (January 1995 - January 2006)
Mary Wescott Education
- University Of Kentucky 1985-1990
- University of Kentucky
(Economics)
Mary Wescott Skills
- Banking
- Fixed Income
- Insurance
- Retirement Planning
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- AML
- FINRA
- Risk Management
- Asset Management
- Financial Analysis
- Management
- Loans
- Series 7
- Securities
Mary Wescott Summary
- Mary Wescott, based in Louisville, KY, US, is currently a Chief Administration Officer at Private Client Services (PCS), Member FINRA, SIPC. Mary Wescott brings experience from previous roles at Private Client Services, LLC, Hilliard Lyons and AEGON Transamerica. Mary Wescott holds a 1985 - 1990 University Of Kentucky. With a robust skill set that includes Banking, Fixed Income, Insurance, Retirement Planning, Portfolio Management and more. Mary Wescott has 1 emails and 1 mobile phone numbers on RocketReach.
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