Karen has a diverse financial services career, with exposure to retail brokerage, benefits and investment solutions, trade support and portfolio administration. She takes a business analyst approach to financial operations with the end goal of elevating the client experience. She has spent the latter part of her career as an Assistant Vice President with a large RIA working in overlay management optimizing trading and operations workflow for separately and unified managed accounts.
Karen excels at identifying barriers to success and scalable solutions. She holds a B.A. in Psychology from Trinity College and M.A. in Counseling Psychology from Fairleigh Dickinson University and would like to apply her education in this industry in the realm of behavioral economics.