Karen joined the SALI team in March of 2017 as an Operations Analyst and is currently an Operations Manager/Co-Director for the Operation and Treasury Teams.
Before SALI, Karen obtained her BS in Finance from the University of Maryland Global Campus and worked as a Concierge (Operations) Supervisor where she obtained her Chartered Retirement Plans Specialist certification and FINRA Series 7 license for a local Broker-Dealer in Austin, Texas.
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