As a Senior Client Service Administrator at Interlock Financial, Carol is responsible for managing all client service-related matters. She collaborates closely with the team to deliver impeccable account administration and high-quality client service.
With over 39 years of experience in the financial services industry, Carol is renowned for her ability to effectively collaborate with financial advisors, portfolio managers, operational teams, and senior management. She is deeply committed to meeting clients' needs and ensuring they have an exceptional and genuine experience throughout their financial journey
Carol began her career after earning her degree from the University of Delaware, holding various client-facing positions at notable firms such as Merrill Lynch, Prudential Securities, UBS, and Trivium Point Advisory. Her expertise lies in client communication and building lasting relationships.
Carol splits her time outside the office between Greenwich and Bethlehem, CT, with her partner, Ron. Her interests include gardening, hiking with their two dogs, and cherishing quality moments with family and friends.