As a Paraplanner, Marina is the initial point of contact for our clients. She contributes to multiple facets of our clients’ financial success. It is her goal to provide excellence in every interaction with clients as well as with outside professionals such as attorneys and accountants.
Prior to joining Wingate, Marina was a Client Relationship Manager at Commonwealth Financial Network. She also worked as an Executive Assistant to the CEO of a leading capital management company and as a Partner Legal Assistant in a successful European law practice. She received her degree in Languages with a focus on both Engineering and Commercial Correspondence from the Sprachen & Dolmetscher Institut in Munich, Germany.
In her personal time, Marina enjoys weight lifting and exercising as well as listening to podcasts and reading books.