Mary Kotzman

Mary is a senior transformation strategist in the financial services industry with a focus on fiduciary and operational risk practices, ethics, and RIA/BD compliance coupled with an extensive background in the qualified retirement plan space. Mary’s 28 years of professional experience brings an expertise in Advisor/Firm practice management, RIA/BD regulatory compliance, corporate risk assessment as well as large scale program development incorporating data mining, aggregation, analysis and visualization to optimize firm best practices.

Mary’s primary responsibilities for Intergen Data are to research, innovate, build-out, and run all regulatory and compliance-driven solutions.