Director of Operations, Private Client Services
Carolyn is the Director of Operations for Aprio’s Private Client Services group. In her role, Carolyn acts as a liaison between clients and advisors, coordinating activities behind the scenes to ensure that client needs are promptly addressed. She leverages over 10 years of experience in process development and management in the financial services and insurance industries to help make clients’ lives easier.
Carolyn earned her Bachelor of Science in business administration and management from University of Colorado at Boulder.