Mary Kowal-Foley
Investment Operations Associate @Cambium Group
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WORK HISTORY
Investment Operations Associate @Cambium Group
New York, NY, US
ABOUT MARY KOWAL-FOLEY
As an Investment Operations Associate at Cambium Group, I work closely with financial advisors to support a seamless investment experience for our clients. From managing administrative tasks to participating in client calls, I play a key role in ensuring that every aspect of the investment process runs smoothly. My focus is on simplifying complexity—whether it\'s helping with account setup, facilitating transactions, or ensuring accurate reporting—so that our clients can feel confident and cared for every step of the way.I’m passionate about delivering reliable, detail-oriented support and building strong relationships that contribute to a positive client experience.
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