Years of experience in the financial services industry with emphasis on alternative investments within retirement accounts. Extensive knowledge in managing the onboarding IRA process and aware of the complexity it encompasses. Carol's core mission is to provide clients the ability to rely on an honest system, through its representatives, fees, and procedures to easily manage their accounts.
Organization Name | Title At Company | Start Date | End Date | |
---|---|---|---|---|
iTrustCapital Inc. | SVP- Operations | Jul 1, 2019 | — | Detail |