Keel Point
Marissa Taylor, CFP®, CLU® has experience in various roles within the financial and marketing industries. Currently working at Keel Point as a Senior Client Relationship Manager and Client Service Representative, Marissa previously held positions at Andersen and Greenberg, Wexler & Eig, LLC in investment consulting services and case design. Marissa also has experience as a North America Marketing Intern at Ortho Clinical Diagnostics. Marissa holds a BS in Marketing from Salisbury University.
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