Maree Moscati is the CEO of Copytalk, a transcription service dedicated to meeting the security and privacy needs of the financial services industry. Before assuming leadership of the firm in 2012, Maree spent decades in the industry, first as a financial planner, then as a coach for others as a regional sales manager, and later as a president and CEO in wealth management and trust services.
Maree was named “10 Best CEOs of 2021” by Industry Era Magazine, as one of the “Inspirational Business Leaders to Watch—2022” by The Tycoon Magazine, and as a top tech leader by MYTECHMAG. In 2018, the Bank Insurance and Securities Association inducted Maree into its Hall of Fame and gave her a Lifetime Achievement Award.
A graduate of the Laboratory Institute of Merchandising, Maree completed all certified financial planner courses at Florida State University. She held the FINRA Series 24, 7, and 63 licenses and has earned the coveted Shared Assessments Certified Third Party Risk Professional (CTPRP) designation. Under Maree’s leadership, Copytalk has become the premier provider of secure mobile dictation to hundreds of top financial institutions and prominent enterprises in other sectors.
Maree understands that personal integrity and trustworthiness are what enable investment professionals to succeed, and she and her firm are dedicated to helping financial advisors meet their commitments to clients. Grateful to the mentors who helped her throughout her career, Maree now spends considerable time coaching and inspiring younger generations, especially younger women, who are looking to have rewarding and meaningful careers in financial services and technology.