We found the following information about Marie Delrossi at Td Wealth Management, where Marie has worked as a Wealth Strategist, Private Client Group, Td Wealth Management since 2017. Marie's total work experience is over 13 years, during which time the professional had at least six jobs at different companies to develop professional skills. Marie studied at the Boston College from 2011 to 2015. Marie currently is located in Melrose, Massachusetts. You can contact with Marie by looking for phone number or email address or get additional info by requesting access to Marie's further details from SoftwareOfficial.
Name variants:
Mary Delrossi
Last updated Jun 01, 2024
Contact Information
Workplace
Wealth Strategist, Private Client Group, Td Wealth Management
Industry
Financial Services
Colleagues
Work History
Wealth Strategist, Private Client Group, Td Wealth Management
Nov 2017 — Dec 2018
Vice President, Trust and Estate Counsel
1336 Massachusetts Ave, Cambridge, MA 02138
from Dec 2018
Managing Director, Wealth Strategist
10 Post Office Sq, Boston, MA 02109
May 2016 — Sep 2017
Senior Business Development Executive
10 Post Office Sq, Boston, MA 02109
Dec 2015 — Dec 2016
Private Client Group Attorney
800 Boylston St, Boston, MA 02467
Mar 2005 — Dec 2006
Education
2011 — 2015
2002 — 2003
1998 — 2000
1996 — 1998
1985 — 1989
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Estate Planning
Wealth Management
Wealth Management Services
Investment Management
Securities
Mutual Funds
Investments
Asset Management
Private Banking
Financial Planning
Private Equity
Asset Allocation
Trust Management
Trusts
Litigation
Wills
Retirement
Asset Managment
Insurance
Banking
Financial Planners
Finra
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