DIRECTOR OF CLIENT SERVICES
703-748-5803 | email@example.com
As the Director of Client Services, Mary provides support to the Blisk Financial Group in account service-related areas. Mary guides clients through the onboarding process, initiates and monitors account transfers, and helps maintain communication between clients and the financial planners. Mary’s strengths lie in her ability to relate, plan, and uphold the commitments she makes to clients and our financial advisors. She understands that reliable and efficient customer service is paramount to Blisk Financial Group’s commitment to excellence.
Mary began her career working as an intern on Capitol Hill. She joined BFG in 2017 with 6 years of industry experience with a financial firm in Texas, specializing in variable annuities. She currently holds her Series 6 and 63 securities licenses through FINRA & NASAA.
Mary is a proud Texas native. Part of what drew Mary to the DC area is the rich history the city has to offer. In her spare time, she enjoys visiting our Nation’s great museums and monuments. Mary can best be described as determined, responsible, and relatable.
Education, Affiliations, & Licenses:
- Series 6: “Company/Variable Contracts Products Limited Representative”
- Series 63: “State Securities License”