Marybeth Torpey

Marybeth Torpey has extensive experience in client care and sales management, currently serving as a Client Care specialist at Pacific Advisors since December 2014. In this role, Marybeth oversees practice opportunities and revenue streams through effective CRM use, manages client onboarding for comprehensive financial planning services, and facilitates new account processes, fund transfers, and trades. Additionally, Marybeth prepares essential documentation for client meetings while ensuring compliance with FINRA regulations through secure, paperless filing practices. Concurrently, Marybeth holds the position of Director of Sales at Welch Business Systems since June 2005, showcasing a diverse skill set in leadership and customer service.