Mary W.
San DiegoCA

Investment Management, Family Office and Business Development

Strong, data driven operator with 7 years in finance and strategic roles in private equity, advisory, family offices, digital marketing and fundraising. Here to assist you in any business needs from building out infrastructure at a company (marketing, sales, finance teams, etc), business and financial advisory to interim chief of staff roles. I can offer you full project management from start to finish and anything in between.


  • Product Development
  • International Development
  • Investment Research
  • Management Skills
  • Business
  • Microsoft Office
  • Virtual Assistance
  • Sales & Marketing
  • Small Business Administration
  • SQL
  • Digital Marketing Strategy