Marisa Allard is a highly experienced professional in client service and financial services, currently serving as Client Service Manager II at Fidelity Investments since June 2022. Previous roles include Mutual Fund Service Representative at Eaton Vance and Customer Service Associate at BNY Mellon, along with experience in culinary positions at Grafton Grill and NUOVO RESTAURANT. Marisa began a career in financial services as a Financial Services Consultant at Oakbrook Solutions and advanced to roles including Licensed Financial Specialist at Santander Bank and Merrill Edge, and Licensed Client Service Associate at Columbia Management. Marisa's foundational experience at Morgan Stanley Smith Barney involved supporting financial advisors in developing and servicing client relationships. Educational background includes a BA in Psychology and English from Rhode Island College and a Certificate in Culinary Arts from Auguste Escoffier School of Culinary Arts.
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