Mary contributes her expertise to Lattice as an analyst, where she meticulously identifies and rectifies disparities between individual portfolio performances and broader model returns. Her role is integral to maintaining the integrity of client investments, ensuring alignment with overarching financial objectives.

Prior to her tenure at Lattice, Mary cultivated her skills in customer service during her tenure at Aegis People Support and Convergys. At Aegis People Support, she served as a Customer Service Representative for a major global bank, adeptly managing various customer interactions and transactions with precision and compliance. This experience fortified her commitment to accuracy and customer satisfaction, laying a solid foundation for her subsequent roles.