Carol has spent more than 20 years working side by side with benefit, wealth, and family office executives. It has given her valuable experience in working with high net worth clients and the level of service they expect from their wealth advisors.
As a client services specialist, Carol is responsible for opening accounts for new clients, assisting existing clients with their requests, and overseeing the various aspects of the alternative investment platform. She provides excellent client service, never losing sight of the people she serves.
Carol joined 1900 Wealth after nearly 15 years as executive assistant to top-level executives of a private family office and foundation.
Experience & History
Client Services Specialist, 1900 Wealth
Executive assistant, Petty Group, LLP
Executive assistant, Benefit Planners, LLP
