As a Client Service Associate for Viridian, Margie’s responsibilities include client services, back office management, and general administration. Margie started her career with Putnam Advisory in 1981 in Boston, Massachusetts as an Account Controller, managing Retirement Accounts for major companies throughout the United States. In 1983 she joined The MONY (Mutual of New York) Group in the Boston office, working alongside Financial Advisors, researching products and assisting in designing retirement plans for their clients. In 1991, Margie accepted an opportunity to join the MONY office in Seattle, Washington as assistant to their two Top Producers.
When not working, Margie enjoys spending time with her family, baking the best red velvet cupcakes, travelling, and eating at all the great restaurants the Northwest has to offer.