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

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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

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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

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