Marni Hirschfield Gomez, CFP®

Marni Hirschfield Gomez has a diverse work experience spanning various companies and roles. Most recently, they served as the Director of Sales at April since September 2022. Prior to that, they worked as a Sales Director at FinClusive from February 2022 to September 2022.

From August 2021 to February 2022, Marni worked as an Account Management Team Lead at Ocrolus. Before that, they were a Senior Account Manager at Ocrolus from January 2020 to July 2021.

Marni also has a strong background in banking and finance. Marni worked as a Senior Vice President at Citi from April 2016 to November 2018, where they focused on banking and cash management for Citi Private Bank clients. Additionally, they held various roles at J.P. Morgan from September 2003 to April 2016, including Vice President, Senior Mortgage Advisor, and Associate Banker/Credit Analyst. In these positions, Marni managed high net worth client portfolios, developed client presentations, grew their book of clients, provided comprehensive credit analysis, and worked with teams of investors and fiduciary officers.

Overall, Marni Hirschfield Gomez has demonstrated expertise in sales, account management, and banking throughout their career.

Marni Hirschfield Gomez, CFP®, completed a Data Analytics Bootcamp at General Assembly. Marni also holds a Bachelor's degree in Business and Personal/Financial Services from the University of Wisconsin-Madison. Additionally, they have obtained the Certified Financial Planner (CFP) certification from the CFP Board. The specific months and years for obtaining the certifications are not provided.