Mary Chart

Mary Chart has over 35 years of experience in the financial services industry. Mary began their career in 1986 as an Account Executive at Emjay Corporation. In 1988, they moved to U.S. Bank Retirement Plan Services (formerly Firstar Trust Company) as a Daily Recordkeeping Services Manager. Mary then joined Beneplan, Inc. in 1994 as a Retirement Plan Consultant. In 1996, Mary joined BMO Retirement Services as a Participant Recordkeeping Manager. In 2013, they worked as a Senior Compliance Analyst at BMO Harris Bank, N.A. and a Plan Administration Manager, Relationship Services at The Retirement Advantage, Inc. Mary then worked as an Assistant Manager, Client Services at EMPOWER Retirement from 2015 to 2016. From 2016 to 2020, they were a Transition Manager and Relationship Manager at OneAmerica. Since 2020, Mary has been a Client Relationship Manager at The Retirement Advantage, Inc. (TRA). Mary is currently a Client Services Manager at July Business Services.

Mary Chart obtained a Bachelor's Degree in Business Administration and Psychology from Carroll University between 1982 and 1986.