Marisa initially joined Hastie Financial Group in 2013 and returned to the team in 2017. As the Team Leader, she manages internal operations, sets up new clients accounts and assists our 401(k) plans with sponsor and participant-level requests. Marisa also supports the advisors with ongoing project management and by seeking opportunities to improve operational efficiency.
She spent two years in Japan before returning to California and settling in Los Angeles. Marisa is currently pursuing her MBA through the University of Southern California (USC) with an expected graduation date of 2023.
Bachelor of Arts in French and International Trade
University of Alabama in Huntsville, 2008