Mary Morency
About Mary Morency
Mary Morency is a Private Client Banker at Chase in Plymouth, Michigan, with a diverse background in financial services and development. She has held various roles in organizations such as the University of Michigan Medical School and Raymond James, and she holds an MBA from Purdue University Global.
Work at Chase
Mary Morency has been employed at Chase as a Private Client Banker since 2021. In this role, she serves clients in Plymouth, Michigan, providing personalized banking solutions and financial advice. Her responsibilities include managing client relationships, offering investment strategies, and ensuring client satisfaction. With her extensive background in finance and client management, she contributes to the bank's commitment to delivering high-quality service.
Previous Experience in Development and Finance
Prior to her role at Chase, Mary Morency worked in various positions within the finance and development sectors. She served as a Major Gift Officer at the University of Michigan Medical School from 2007 to 2016, focusing on fundraising and alumni relations. Following this, she was the Director of Development for the College of Health Professions at the University of Detroit Mercy from 2016 to 2018. Her finance experience includes roles at Raymond James, Equitable Advisors, Western & Southern Financial Group, and Morgan Stanley.
Education and Expertise
Mary Morency holds a Bachelor of Science degree in Business Management with a focus on eBusiness from the University of Phoenix, which she completed between 2001 and 2004. She is currently pursuing a Master of Business Administration (MBA) with a minor in Finance at Purdue University Global, expected to be completed in 2024. Her educational background supports her expertise in financial services and client management.
Background in Creative Roles
Before transitioning into finance and development, Mary Morency worked at Bidlack Creative Group as a Ringmaster from 2003 to 2007. This role contributed to her diverse skill set, allowing her to develop strong communication and organizational skills that are beneficial in her current and past financial roles.