Chief Executive Officer
Maree is the Chief Executive Officer of Copytalk. But if her resume reads more like that of a highly accomplished financial-services executive, there’s good reason for that: For three decades that’s exactly what she has been.
Holder of FINRA Series 24, 7 & 63 licenses, Maree spent 30 years exceeding her goals as a leader in the financial-services industry – first as a financial planner, then coaching others to similar gains as a Regional Sales Manager and later as a President and CEO in Wealth Management and Trust Services. She is the 2018 recipient of the prestigious Lifetime Achievement Award from the Bank Insurance and Securities Association.
Maree is a graduate of Laboratory Institute in New York City and completed all certified financial planner courses at Florida State University. She also carries the coveted Shared Assessments Certified Third Party Risk Professional (CTPRP) Certification; a distinction that is unique to Copytalk in the transcription business, rare for CEO’s, and even rarer for female CEO’s.
Maree brings to Copytalk a financial-service professional’s insistence on strict compliance with the highest standards of privacy and security. Under her leadership the firm has become the premier provider of secure mobile dictation to hundreds of top financial institutions and to prominent enterprises in other sectors as well.
Today, the firm continues to make strides in the vital areas of protecting the privacy of clients and safeguarding the security of their work. That Copytalk is unparalleled in its delivery of accurate transcriptions, impeccably formatted, and prepared exclusively by live transcriptionists working within one of our securely- managed, U.S.-based facilities, is a testament to her strong leadership.