Mary Thompson
Severna Park,MD
Summary
Former semi-professional soccer player with competitive experience in the U.S. and internationally. Extensive coaching background across youth, collegiate, and professional levels, focusing on skill development and teamwork. Designed and implemented summer camps and specialized training programs, enhancing athlete engagement and performance. Recognized for leadership and adaptability, fostering positive and structured learning environments for players of all ages.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Client Service Associate
Prostatis
Hanover, MD
01.2023 - 10.2026
- Managed client portfolios as primary relationship manager, coordinating reviews, follow-ups, and financial planning documentation to support senior advisors.
- Responded promptly to client inquiries, fostering trust and improving client retention.
- Collaborate cross-functionally to resolve service requests and ensure consistent, high-quality client experience
- Maintained CRM records to enhance long-term engagement strategies and client stewardship.
- Prepare planning materials and reports in advance of meetings, increasing advisor efficiency
Client Service Associate
State Farm
Severna Park, MD
01.2021 - 01.2023
- Retained high-value accounts through proactive reviews and relationship-focused service, strengthening client partnerships
- Resolved complex policy issues efficiently, enhancing client loyalty and satisfaction through effective communication
- Managed 200+ client policies, enhancing client understanding through personalized guidance on coverage, billing, and long-term protection strategies
- Organized documentation and ensured compliance requirements were met to support operational integrity
Consultant
Verona, Italy
01.2015 - 01.2020
- Provided financial consulting support to wealth management firms during international relocation
- Assisted with compliance reviews, portfolio analysis, and client strategy
- Maintained professional advisor relationships across time zones while supporting long-term planning initiatives
Asset Management Support
Fidelity Assurance Associates
Washington, DC
01.2012 - 01.2015
- Supported executive leadership with asset analysis, settlement documentation, and provider coordination
- Assisted in structuring portfolios and reviewing settlement bids
- Maintained records supporting investor relations and reporting
Procurement Analyst / Compliance Committee Member
Life Settlements Fund Limited
, Australia
01.2008 - 01.2012
- Oversaw due diligence and procurement for global investment portfolios
- Served on Compliance Committee ensuring adherence to regulatory standards
- Built pricing models and standardized evaluation processes, improving operational efficiency
- Collaborated with legal and financial stakeholders on complex transactions
- Developed corrective action plans to mitigate compliance risk
Records Manager
Life Settlement Providers
Baltimore, MD
01.2006 - 01.2008
- Implemented electronic records systems improving compliance and operational efficiency
- Managed departmental documentation and regulatory reporting
Education
Bachelor of Science - Sport Management & Business Administration
Towson University
Legal Studies Coursework -
Bond University
AustraliaSkills
- Program Coordination & Scheduling
- Youth Coaching & Athlete Development
- Relationship Building & Community Outreach
- Event & Program Promotion
- Enrollment & Registration Support
- Operations & Logistics Management
- Marketing & Social Media Engagement
- Team Collaboration & Leadership
- Conflict Resolution & Problem Solving
Certification
- Life & Health Insurance
- Property & Casualty Insurance
- Viatical Settlement Broker
- Series 65 – In Progress
Leadership And Community Engagement
- NCAA Assistant Goalkeeping Coach, Johns Hopkins University
- Player/Coach, Southport Warriors Women’s Soccer, Australia
- Youth Team Head Coach, (Demonstrates leadership, mentoring, public engagement, and relationship building.)
Languages
Italian
Elementary
Timeline
Client Service Associate
Prostatis
01.2023 - 10.2026
Client Service Associate
State Farm
01.2021 - 01.2023
Consultant
01.2015 - 01.2020
Asset Management Support
Fidelity Assurance Associates
01.2012 - 01.2015
Procurement Analyst / Compliance Committee Member
Life Settlements Fund Limited
01.2008 - 01.2012
Records Manager
Life Settlement Providers
01.2006 - 01.2008
Bachelor of Science - Sport Management & Business Administration
Towson University
Legal Studies Coursework -
Bond University