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Mary Kotzman

SVP, COO

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...

Roles at InterGen Data

  • SVP, COO

    Current role


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