Marisa Reilly, CFP®️, MBA, MSF is currently the VP, Group Squad Leader for Wealth Connect at Fidelity Investments, where they lead the creation and development of digital solutions that enhance client engagement. With previous roles such as VP, Squad Leader for Advisor Efficiency and Scaled Client Engagement, Marisa has focused on optimizing user experiences for wealth management clients. Marisa's educational background includes a Bachelor of Business Administration in Finance from Villanova University and an MBA/MSF in Finance from Boston College Carroll School of Management, both of which they are currently pursuing.
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