Mary has been with Global Resource Investments since 1993. She became a Senior Broker in 2002, and a Senior Portfolio Advisor with our sister company, Terra Resource Investment Management upon its inception in 2006. She worked directly for Rick Rule her first two years with the firm, and then spent six years assisting Jeff Howard in servicing his clients accounts.
Prior to joining Global, Mary was employed for six years as Vice President of Research for C.I. Holding Corp. Her major responsibilities included conducting due diligence reviews and consulting services for direct participation programs and initial public offerings. In addition, she was responsible for the administration of managed accounts for the companys affiliated Investment Management division.
She graduated in 1987 with a B.S. degree in Finance and a minor in Economics from San Diego State University. She is a Registered Representative (Series 7), Investment Advisor (Series 66) and a General Securities Principal (Series 24).