TRAVERSE FINANCIAL SOLUTIONS - Key Persons
Job Titles:
- Administrative Assistant
- Associate
Job Titles:
- Administrative Assistant
- Associate
MaryLynn has been a member of our financial services Team since 2011. Her primary responsibilities are to manage the day to day workflow, organize administrative tasks, handle customer service and problem resolution needs of clients and representatives. She enjoys assisting clients and advisors with any task until full completion.
Prior to joining our Team, MaryLynn worked at a local bank in several roles from bank teller to consumer and commercial loans. MaryLynn is a graduate of the University of Wisconsin-Whitewater, is a Registered Financial Paraplanner and is licensed in health and life insurance. Her desire to organize and attention to detail help to keep schedules and communications running smoothly.