In operations, Molly manages the client partner team, coordinates onboarding efforts, and collaborates with other departments to streamline processes and enhance the client experience. On the marketing side, Molly develops and executes marketing strategies, manages campaigns, and collaborates closely with Verum’s marketing partner to deliver impactful results.

Molly’s background in mathematics and economics paved the way for her career in financial services. She began her journey in operations at Morgan Stanley after graduating from Syracuse University. Molly is driven by the firm’s mission of raising the bar on the wealth management industry while remaining committed to Verum’s core values.

Outside of work, Molly loves spending time with her family. In her spare time, you can find her cooking up a new recipe or planning an upcoming trip.