Marilee McCoy - Email & Phone Number

Head of Client Onboarding at Ria In A Box

Marilee McCoy is based out of Cleveland, Ohio, United States and works at Ria In A Box as Head of Client Onboarding.

Marilee McCoy's Contact Information

Marilee McCoy's Work email

m*****@riaina***.com

Valid

Latest update

October 11, 2025

Location

Cleveland, Ohio, United States

Marilee's current employer

Ria In A Box

Description

RIA in a Box® is a leading registered investment adviser (RIA) compliance software provider offering RIA compliance services and solutions.

Website

riainabox.com

HQ Location

New York, NY, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Ria In A Box

Frequent questions about Marilee McCoy

What company is Marilee McCoy working for?

Marilee McCoy works for Ria In A Box.

What is Marilee McCoy's function at Ria In A Box?

Marilee McCoy is Head of Client Onboarding at Ria In A Box.

Where is Marilee McCoy based?

Marilee McCoy is based out of Cleveland, Ohio, United States.

What is Marilee McCoy's work email address?

Marilee McCoy's professional email address is m*****@riaina***.com

Who are Marilee McCoy's co-workers?

Marilee McCoy's colleagues are Richard Mabbun, Will Bressman, Ann Hauerland, Josiah Basinger, Jennifer Fair, Marie Perge, Steven Swansig, Victoria O'Connor, Lydia Gabbard, Kin Tam, Anissa Chambers-Watson, Dev Eloper, Jametriss Roulhac, Chad Hartwick, Eileen Adler, Bill Carrigan, Jason Vinsonhaler, Kelly Igoe, Michael Lubansky, Hovig Melkonian, Andreana Guillet, Analiese Hinchcliffe, Jennifer Shaw, G.J. King, Jeff Salim, Clayton Coady, Caroline Pillar, Dan Savage, Jillanne Mackey, Dayli Aleman, Alexis Knudsen, Julia Loudin, Michael Jones, Derick Edwards, Christine Vulpescu.

Marilee's co-workers

Richard Mabbun

ITEGRIA Division CEO | Leader | Backstop

Will Bressman

CEO

Ann Hauerland

Vice President - Regulatory Affairs

Josiah Basinger

Sales Operations Coordinator

Director of Business Development

Victoria O'Connor

Director of Financial Technology Platform

Lydia Gabbard

Director of Compliance, Private Fund Platform

Kin Tam

Director of Technology

Anissa Chambers-Watson

Assistant Director of Registration

Dev Eloper

Director of Technology

Jametriss Roulhac

Director Of Compliance

Chad Hartwick

Director Of Compliance

Eileen Adler

Head of Inside Sales

Bill Carrigan

Director of Compliance

Jason Vinsonhaler

Director of Compliance

Kelly Igoe

Compliance Director

Michael Lubansky

Head Of Product Management

Hovig Melkonian

Director of Compliance

Andreana Guillet

Director Of Compliance

Analiese Hinchcliffe

Director Of Compliance

Jennifer Shaw

Client Services Analyst

Sales Development Representative - Wealth Management Software

Caroline Pillar

Client Advocate

Dan Savage

Chief Financial Officer

Jillanne Mackey

Marketing Operations Manager

Dayli Aleman

Compliance

Alexis Knudsen

Sales Development Representative

Julia Loudin

Client Advocate

Michael Jones

Chief Operations Officer

Derick Edwards

Registration Sales Associate

Christine Vulpescu

Digital Marketing Specialist

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