Strategic Consultant/Project Manager
Molly Moss-Martin is a strategic consultant and project manager with more than three decades of experience in the financial services industry. Prior to joining the Blu Pagoda team, she worked with Charles Schwab and their Advisor Services Strategic Integration team.
Molly has extensive experience in strategy, implementation, management and deployment of investment products and regulatory initiatives. She is highly accomplished in developing longstanding solid relationships with cross-enterprise partners and colleagues that result in proven successes. Most importantly, she is well respected for maintaining a high level of integrity with strong communication, collaboration, and negotiation skills.
She holds multiple FINRA Licenses, Series # 7, 4, 9/10, 24, 27 & 53 and has a Bachelor of Science Degree in Business Administration and French from the University of Wisconsin, Stevens Point, Wisconsin.
Molly divides her time between homes in Colorado and Hawaii where she enjoys both the beaches and the mountains.