Mary Defilippis

Svp, Wealth Management Solutions
at Osaic

Mary DeFilippis is a seasoned professional with extensive experience in business transformation and program management. Currently, as Senior Vice President for Business Transformation at Osaic, Mary oversees the Enterprise Program Management Office, leading a multi-million dollar strategic portfolio and ensuring timely and budget-compliant delivery of complex projects. Prior roles at Osaic include Director of Business Project Management, where responsibilities encompassed managing project governance and overseeing the project life cycle. Prior to Osaic, Mary served as Compliance Director at both Charles Schwab and AIG Advisor Group, focusing on compliance training, regulatory inquiries, and examinations. Additionally, experience at Ameriprise Financial included various leadership positions, such as Region Director and Project Director, across a span of nearly two decades.

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