CFP Board Center for Financial Planning
Marilyn Mohrman-Gillis, Esq. was appointed the CFP Board Center for Financial Planning’s first executive director in 2016 to lead a profession-wide effort to build a more inclusive and sustainable financial planner workforce. She guides the development and implementation of research and programmatic initiatives focusing on workforce development, diversity, and advancing the profession’s body of knowledge.
Prior to joining CFP Board, Mohrman-Gillis established an impressive track record of successful advocacy on behalf of the American public during a 30-year career in Washington. Mohrman-Gillis has a BA in Psychology from Notre Dame, as well as a MSW and JD from Catholic University.
Wednesday, October 16
5:15 PM – 6:15 PM