Head of Client Services
Carolyn has been with Certior Financial Group since September 2006. As Head of Client Services, her current position is to oversee the firm’s operations, administrative services, document management, and support staff. She serves as a liaison for Certior Financial Group and its family of clients. In addition to her day to day duties, she works closely with the firm’s management team to help facilitate the implementation of the company’s programs, policies, and procedures.
Carolyn began her career as an intern with ING Financial Partners while still a student at Cabrini College, where she received her bachelor’s degree in Business Administration. Her passion for helping clients achieve their financial goals and skill at managing office operations helped shape Certior Financial Group in its early years.
Carolyn enjoys spending time with her husband, Steve, and their two daughters, Taylor and Camryn. She lives in Horsham and takes great pride in her family including their dog, Duke.