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Marsha R. Gerencser
Manager of Operations and Client Services
Marsha provides leadership in operations and client services. She assists advisors by providing
improved processes and assuring quality client service and support. In addition, Marsha coordinates
policies, procedures and processes with compliance.
Marsha has over 14 years of leadership and management experience with an emphasis on operations
financial performance and continuous process improvement.
Marsha graduated magna cum laude from Weber State University, Goddard School of Business and Economics
with a Bachelor of Science degree in Business Administration.