Molly Bryant

Senior Client Service Manager at Moneta Group

Molly Bryant is a planner at heart. Her drive to plan, coupled with a love for efficiency and an appetite to solve complex client concerns, motivated her to enter the world of finance.

Before joining Moneta, Molly worked at Goldman Sachs as an analyst, where she assisted their derivative trading desk in regulatory matters. While learning top-notch operational skills, Molly fell in love with the client experience. More recently, Molly made a move to Merrill Lynch's Financial Advisor Development Program.

After starting her career in the broker-dealer industry, she realized she wanted a deeper relationship with clients. Molly sought a place to develop holistic client financial plans to align with clients' values and future needs. She found the perfect fit at Moneta.

Timeline

  • Senior Client Service Manager

    Current role