Retirement Plan Consultant
Carol joined our team in 2016 and works directly with our clients on their fiduciary and investment duties related to their corporate retirement plans.
Prior to joining Sapers & Wallack, she worked on the Institutional Consultant Relations team at Wells Fargo Asset Management where she began her investment industry career in 2012. She was responsible for the progression of new business opportunities, developing relationships with consultant manager research analysts, and maintaining communication with the institutional consultant community.
Earlier, Carol also worked within the Wells Fargo Wealth Management Group and Private Bank as an underwriting analyst where she helped establish customized credit strategies and solutions for high-net-worth individuals/families and small businesses.
Carol is a graduate of Boston University, where she earned a Bachelor of Arts in Mathematics & Economics and a Master of Arts in Economics. She is a Level II Candidate in the CFA Program.Visit my LinkedIn page