- BA in Sociology, Queens College
Marie manages the firm’s finance department and is responsible for client billing, accounts payable and accounts receivable. She prepares all financial reporting for consolidation with Boston Private Financial Holdings and is responsible for 10Q and 10K SEC reporting, and is a member of the BPFH Disclosure Committee. In addition, Marie manages human resources, facilitates the employee orientation and departure processes, and administers all benefits, payroll and company policies surrounding those areas. Marie also oversees the general administration of the San Francisco office.
Prior to working at the firm, Marie spent four years with Bank of America in the institutional trust department, and three years with Dow Jones Newswires in the sales department.
Marie lives in Concord.