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Work with a Trusted Partner Mary Ellen is an active member of the local community, a speaker on Personal Information Preparedness and Disaster Recovery, a member of the San Rafael Chamber of Commerce, Women for Success, the American Association of Daily Money Managers, the Marin Association of Female Executives and the National Notary Association.
Background & Experience Mary Ellen’s professional experience includes 15 years with a global S&P 500 insurer working with Fortune 500 clients, with 10 years in management and officer-level positions.
To provide solutions to help you manage your time, finances, papers and priorities Mary Ellen draws upon her background in financial management, operational efficiency, work- flows, and account management, coupled with her graduate studies in Organization and Leadership through Wharton, a BS in Finance with a minor in Economics and an internship in mortgage banking.
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