Her Story
About Ivonne-Marie
Ivonne-Marie Mendoza, MBA, MSOL, is a private wealth management professional with more than 17 years of experience driving innovation, strategy, and operational excellence within the financial services industry. She currently serves as an Experience Owner at Citizens Private Wealth, where she leads CRM, Salesforce, and technology initiatives supporting high-net-worth and ultra-high-net-worth clients. Throughout her career, Ivonne-Marie has held roles spanning trust administration, investment management, financial planning, risk and compliance, business strategy, and change management, allowing her to develop a comprehensive understanding of both client needs and organizational transformation.
Beyond her corporate leadership, Ivonne-Marie is deeply committed to advancing diversity, equity, inclusion, and professional development. She serves as Director of Coaching and Mentoring for ALPFA Boston, where she designs mentorship programs and leadership initiatives that empower Latino professionals and students. Recognized for her community impact, she has been named ALPFA Boston’s Next 50 for Community Leadership, a Latino Leaders Magazine Rising Star, and an ALPFA Latina Rising Star. She also actively mentors emerging professionals through organizations focused on economic empowerment and career advancement.
A passionate advocate for representation and opportunity, Ivonne-Marie believes in creating pathways for underrepresented leaders to thrive. She earned her MBA in Project Management and Master of Science in Organizational Leadership from Southern New Hampshire University, building on her foundation in finance and economics. Guided by the values of authenticity, integrity, hard work, and meaningful relationships, she continues to combine strategic thinking with a commitment to mentorship, ensuring that future generations of leaders have the support and visibility needed to succeed.
Her Interview
Ten minutes with Ivonne-Marie
01What do you attribute your success to?
I attribute my success to my family’s values—my parents’ dedication to education, my grandmother’s commitment to justice and doing what is right when it feels like the world is against you, mother’s determination, and my father’s strong work ethic. For my grandmother, while she passed recently, I want her to know that her sacrifices weren't in vain, and that I am running full-force toward the opportunities she always envisioned for us.
02What’s the best career advice you’ve ever received?
The best career advice I’ve received is to be intentional about the people I surround myself with. Building genuine relationships, finding allies and sponsors, and having people advocate for me in rooms I’m not in can create meaningful opportunities.
03What advice would you give to young women entering your industry?
My advice to young women entering my industry is to build authentic relationships and understand who is truly in your corner. Surround yourself with people who will advocate for you, and recognize that your passion and intensity are your superpower.
04What are the biggest challenges or opportunities in your field right now?
The biggest challenges in my field have also created opportunities for growth and leadership. My journey in financial services has taught me the importance of resilience, embracing change, building authentic relationships, and using my experiences to advocate for greater inclusion and create opportunities for others.
05What values are most important to you in your work and personal life?
The values most important to me are building genuine relationships, doing what is right, and maintaining a strong work ethic. I believe in being authentic, holding myself and others accountable, and always giving 100% in everything I do.
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