Mary Frances Callis has been working as a Senior Vice President in Diversified Trust since 2018. Furthermore, the professional has professional experience at more than four companies in the relevant field. Mary has a total work experience of 11+ years. Mary Frances Callis studied at the Emory University School of Law from 2004 to 2007. This professional has the following certificates: Certified Financial Planner™ and Nmls # 1472992. Today this person lives in New York, New York region. You can find this expert's actual phone number and email with our search.
Name variants:
Maria Callis,
Marie Callis,
Mare Callis,
Mame Callis,
Mamie Callis,
Mimi Callis,
Moll Callis,
Molly Callis,
Polly Callis,
Mae Callis,
May Callis,
Mollie Callis,
Minnie Callis
Last updated Jun 06, 2024
Contact Information
Workplace
Colleagues
Work History
Senior Vice President
6075 Poplar Ave SUITE 850, Memphis, TN 38119
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Diversified Trust was founded in ...
from Jun 2018
Financial Advisor, Rm Compass Group
1585 Broadway, New York, NY 10003
Sep 2012 — May 2018
Education
2004 — 2007
2000 — 2004
Occupations
Executive
Senior Vice President
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Estate Planning
Investments
Wealth Management
Investment Advisory
High Net Worth Individuals