Margit Karkela Parish
Principal
Margit joined Peter Dinardi and Jeff Marsh as a Principal with BOLI Strategic Partners. In her role with the organization, Margit is responsible for management of client services and Survivor Benefit Plans. She began her career in 1998 as a financial professional at New York Life Insurance Company in Edina, Minnesota. Most recently, she was the Region Director for Insurance Risk Management Education – Southeast Region for RiverSource Insurance Company where she worked with Ameriprise Financial advisors. Margit specialized in providing product, skill, and professional development training and coaching. Prior to that, she was the Assistant Vice President, Bank Owned Life Insurance (BOLI) Services at NYLEX Benefits, a wholly owned subsidiary of New York Life Insurance Company in Stamford, Connecticut, where she was head of the servicing department for NYLEX Benefits BOLI and Executive Benefits banking clients. Prior to NYLEX Benefits, Margit was an account manager with Clark Consulting in Bloomington, Minnesota, where she supervised and monitored the administration and review of insurance re-illustrations, cash value confirmations and all other administrative insurance processing and policy performance summaries. A Minnesota native, Margit received her Bachelor’s degree at the University of St. Thomas, St. Paul, Minnesota. Margit is a Chartered Life Underwriter® (CLU®) and maintains her life and health insurance licenses. Margit resides in Minneapolis, Minnesota with her husband Greg. |
