![Mary Roland](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Ms. Mary Roland is Client Relations Team Manager at Westport Resources Management, Inc. She joined Westport Resources in July 2009 as our Client Relations Team Manager for the Private Client Group, bringing more than 15 years experience to our operation.
Ms. Roland began her career in financial services in 1991 as a client service representative with Westport Bank & Trust in Westport, CT.
In 1996,she became a financial representative with Northwestern Mutual where she focused on financial planning to help clients achieve their personal and financial goals, a position she held until joining Smith Barney in Greenwich, CT in 2006.
Here, she assisted a team of financial advisors within a Citi Family Office where she was focused on the diligent service of her clients needs.
She brings to our team an extensive background in retail financial operations as well as risk management.
Even more essential is her strong sense of commitment to our clients and to the overall quality of service we provide.
Ms. Roland holds her Series 7, 63, and 65 licenses in addition to her licenses in Life, Health, and Variable Annuities.
She resides in Fairfield with her fiancé Carl and her son Sean who is a Senior at The University of Tampa, FL.
Former positions of Mary Roland
Companies | Position | End |
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Westport Resources Management, Inc.
![]() Westport Resources Management, Inc. Investment ManagersFinance Founded in 1986 by John Vaccaro, Westport Resources Management, Inc. is a registered investment advisor located in Westport, Connecticut. The firm is a subsidiary of United Capital Financial Partners, Inc.. They provide discretionary investment management services to individuals, businesses and professional practices. | Corporate Officer/Principal | 2010-07-29 |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
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Private companies | 2 |
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Westport Resources Management, Inc.
![]() Westport Resources Management, Inc. Investment ManagersFinance Founded in 1986 by John Vaccaro, Westport Resources Management, Inc. is a registered investment advisor located in Westport, Connecticut. The firm is a subsidiary of United Capital Financial Partners, Inc.. They provide discretionary investment management services to individuals, businesses and professional practices. | Finance |
Smith Barney & Co., Inc. | Finance |
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