What attracted me most about the opportunity to join the CenterBridge team was the planners’ drive to provide the best possible service to their clients.  As Director of Office Operations, it is my responsibility to support their efforts. Marie Robeson

Director of Office Operations

Marie Robeson

Director of Office Operations

Marie’s Story
Marie joined CenterBridge Planning Group’s Syracuse office in Spring of 2018.  In her role as Director of Office Operations, Marie is responsible for overseeing processing of new accounts, as well as transfers of money to and from clients.  Her other duties include event planning and identifying and implementing methods to improve office efficiency.  Marie’s move to CenterBridge was a short one, as she was previously employed just one block away.  Her previous job, of more than 20 years, was as a paralegal for a mid-sized Syracuse law firm.  Although she does not typically speak with an accent, Marie is a native of Long Island who decided to make Upstate her home after earning her Bachelor of Arts degree at SUNY Geneseo, where she majored in Philosophy and minored in Legal Studies. Marie also completed the Paralegal Studies program at Long Island University.  Marie is a licensed Notary Public. Marie looks forward to meeting CenterBridge’s clients and learning more about their interests and goals.
Education
SUNY Geneseo, BA
Long Island University Paralegal Studies’ Program, Certificate of Completion, With Distinction
About Marie
Marie and her husband live in North Syracuse with their daughter, a dog, and two cats.  They enjoy travel, especially camping, which gives Marie uninterrupted stretches of time to read.  Marie relaxes with Sudoku puzzles and will take on occasional do-it-herself projects around her home.  She and her husband are frequent attendees at school events and volunteer with Syracuse Stage and Girl Scouts of NY Penn Pathways, through which she gets great satisfaction by helping girls identify and achieve their goals.
Contact
P: (315) 760-3366

E: mrobeson@centerbridgepg.com

Meet the rest of the team.

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

 

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

 

© 2018 CenterBridge Planning Group

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

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