Carol brings more than 20-years of experience supporting executives in the benefits, wealth management, and family office sectors to 1900 Wealth Management. Her background provides her with a deep understanding of high-net-worth client expectations and the personalized service they require.
As Client Services Specialist, Carol is responsible for onboarding new clients, managing account requests, and providing client support. She is known for her proactive approach, attention to detail, and unwavering commitment to client satisfaction.
Experience & History
- Client Services Specialist – 1900 Wealth Management
- Executive Assistant – Petty Group, LLP
- Executive Assistant – Benefit Planners, LLP