Client Services Associate
Carin joined our Bleakley Financial Lehigh Valley team in November of 2021 as a Client Services Associate. Previously, she was employed Guardian Life Insurance Company-Park Avenue Securities and SEI Investments Company. Carin excels in the client services industry as she strives to always put the client first and to process requests efficiently.
Carin earned her Bachelor of Science degree in Finance from West Chester University in 2015 and her Master of Business Administration from the University of Arizona in 2021. Carin enjoys learning and intends on furthering her education by obtaining additional accreditations to further assist and educate our clients.
When Carin is not in the office, she enjoys spending time with her husband, Doug, and their German Shephard puppies, Happy and Jarvis. During the warmer months they like to take the dogs running and spending time outdoors; especially riding their Harley Davison. During the winter, they enjoy catching a good football or hockey game.