Mary Mahlie
MM

Mary Mahlie

Linkedin Profile
Trust Officer Senior Vice President at Moody Bank | United States
View Mary Mahlie's Email & Phone Number

About Mary Mahlie

  • Mary P. Mahlie serves as a Senior Vice President and Trust Officer at Moody Bank, where she leverages over 30 years of extensive experience in Global Wealth Management to deliver exceptional financial solutions to clients across Austin and Central Texas. With a deep understanding of...
    Mary P. Mahlie serves as a Senior Vice President and Trust Officer at Moody Bank, where she leverages over 30 years of extensive experience in Global Wealth Management to deliver exceptional financial solutions to clients across Austin and Central Texas. With a deep understanding of private banking, private lending, and trust portfolio management, Mary is adept at guiding clients through complex transactions, ensuring that their unique financial needs are met with precision and care. At Moody Bank, one of the oldest and largest trust departments in Texas, Mary collaborates with a dedicated team of professionals to provide customized wealth management solutions tailored specifically for closely held businesses and high-net-worth individuals. Her expertise in investment banking, commercial lending, and institutional investments allows her to craft strategies that align with her clients' long-term financial goals. Mary is also a Certified Retirement Planning Specialist (CRPC), which enhances her ability to advise clients on retirement strategies and investment management. Her proficiency in managing trust portfolios and understanding the intricacies of non-profit banking further solidifies her reputation as a trusted advisor in the industry. As she continues to drive key projects at Moody Bank, Mary remains committed to fostering lasting relationships with her clients, ensuring they receive the personal service and attention that has defined the bank’s century-long legacy in wealth management. Through her leadership and expertise, Mary Mahlie exemplifies the values of trust, integrity, and excellence that are the hallmarks of Moody Bank's mission.
    See more
  • Mary Mahlie Work

    • Trust Officer Senior Vice President at Moody Bank in October 2021 to Present
    • Market Executive Senior Vice President at BBVA Compass in January 2012 to August 2020
    • Co-Founder, Volunteer at The Giving Field in January 2011 to January 2014
  • Mary Mahlie Skills

    • Certified Wealth Strategist Designation CWSCertified Retirement Planning Specialist CRPCSix Sigma
      Investment BankingStrategic PlanningCommercial LendingFinancial AnalysisNon-profitsPortfolio ManagementBankingFinancial ServicesManagementAsset Information Measurement Designation AIM since 1998Series 63Securities LicenseTexas Life Accident, HealthGlobal Investment ManagementPrivate sales and divesturesInstitutional InvestmentsLeadership

      See more
  • About Mary Mahlie's Current Company

  • Frequently Asked Questions about Mary Mahlie

    • What is Mary Mahlie email address?
      Email Mary Mahlie at m***e@moodybank.com. This email is the most updated Mary Mahlie email found in 2025.
    • What is Mary Mahlie phone number?
      Mary Mahlie phone number is +14093512592.
    • How to contact Mary Mahlie?
      To contact Mary Mahlie send an email to m***e@moodybank.com. If you want to call Mary Mahlie try calling on +14093512592. (updated on October 30, 2024)
    • What company does Mary Mahlie work for?
      Mary Mahlie works for Moody Bank
    • What is Mary Mahlie's role at Moody Bank?
      Mary Mahlie is Trust Officer Senior Vice President
    • What industry does Mary Mahlie work in?
      Mary Mahlie works in the Banking industry.

1.2M users from leading companies trust our data — the most accurate on the market.

Find anyone, anywherewith Refine AI today

Making remote or global hires? Connecting with key decision-makers? We can help.

Try now with Free Credits

Icon

40 emails / month

Icon

3 phone numbers / month

Icon

Work emails, personal emails, mobile numbers

Try for Free now

Icon

No credit card required

Image