Leveraging many diverse past roles, Carolyn brings deep knowledge about different segments of the financial industry to her current position. She spent seven years in banking at Countrywide, providing investment accounting services for Fannie Mae and Freddie Mac home loans. She spent another two years with a private advisory firm focused on healthcare. Most recently, she spent 10 years with Principal Financial Group, where she helped deliver comprehensive service to more than 1,000 clients, including 40 group accounts, which represented more than $100 million in assets. There, she successfully established new accounts across a range of financial products, including managed accounts, brokerage accounts, annuities, life insurance, disability insurance, and retirement accounts.
Carolyn is just as multifaceted in her personal life. Married for 32 years to her engineer husband, Art, the couple has two grown boys on either coast who are also successful career engineers: one a nuclear engineer and one a chemical engineer. Though Carolyn likes to joke that she is at the “top of the nerd pile,” the truth is that her two boys, three years apart, have always been very well-rounded, playing football, basketball, and lacrosse from the time the oldest was just 6-years-old all the way through college. “I love sporting events and I loved going to their games for 25 years; in fact, I cried at the last game of my youngest,” Carolyn says.
