Marianne has a solid background in financial services along with the experience and poise to work in Client Services. Her role at October Mountain Financial Advisors covers a variety of responsibilities.
With experience in client service, banking, loans, trusts and estates, Marianne tends to a myriad of details that range from data verification and operational processing to customer relations and trust administration.
Lee Bank and Berkshire Bank—both located in the Berkshires of western Massachusetts—are two businesses she has worked for.
Marianne has completed Trust course work at Cannon Financial Institute and holds the CTFA [Certified Trust and Fiduciary Advisor] designation.