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Tag Archives: Investment Services
M. Ann Marshall
Title: Owner (Retired) Company: James P. Marshall Inc. Location: North York, ON Canada Following the encouragement of her husband, M. Ann Marshall decided to open James P. Marshall Inc., an investment and consulting firm that provided financial services to its clients. The … Continue reading
Posted in Financial Services
Tagged Business Leadership, Endowment Funds, Investment Services, Management, Pensions
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Kelli R. Mesi
Title: Vice President, National Accounts Manager Company: BNY Mellon Location: New York, NY United States Inspired by her love for what she does, Kelli Mesi began her finance career in college. She started out in an internship with Merrill Lynch, … Continue reading
Julia A. Harris
Title: Vice President of Business Leadership Company: Wells Fargo Location: Fort Mill, SC United States With a passion for helping people and a background in strategic management, Julia Harris’ position with Wells Fargo is a natural fit. The company offers … Continue reading
Nathaly Gagnon
Title: Financial Planner Company: Investors Group Securities Location: Westmount, Quebec Celebrating 18 years as a financial planner for Investors Group Securities, Nathaly Gagnon continues to garner and build upon her expertise in financial planning. Investors Group Securities not only relies … Continue reading
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