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Marcela Curry, AIF®

Regional Sales Manager
Dallas, TX, US

Tel: +1 214 8635561

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Professional Designations

  • Accredited Investment Fiduciary®
  • FINRA and SEC License (inactive)
  • FINRA Series 6: Investment Company Products/Variable Contracts Representative
  • FINRA Series 26: Investment Company Products/Variable Contracts Principal
  • FINRA Series 63: Uniform Securities Agent State Law Exam

Education

  • BA, General Studies, University of Houston
  • Securities Industry Institute®, Wharton School of Business

Current Responsibility

Marcela Curry is a regional sales manager with the Milliman Employee Benefits Administration practice. She is responsible for sales of retirement plan administration and consulting services, and for building strategic relationships with consultants and advisors.

Marcela has more than 30 years of experience with ERISA qualified and nonqualified retirement plans. She has worked with traditional corporate, public, and nonprofit organizations.

Experience

In her tenure in the retirement industry, Marcela has focused primarily on the needs of institutional retirement plans and plan sponsors.

She has deep and extensive expertise in the areas of plan design, compliance, communication, consulting, administration, and investment advisory services for all types of retirement plans and employee benefits plans.

Affiliations

  • Member, Women in Pension Network (WiPN)
  • Professional Certified Medical and Legal Interpreter and Translator, Boston University
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman