Karen serves as the Agency Operations Assistant at Center for Wealth Preservation. She functions as our Bookkeeper and Financial Reporting Specialist working closely with Management, Agents, and Staff. Her primary areas of experience are accounting, compensation, data analysis, report writing and streamlining of processes. Karen is well versed in Microsoft Excel, which she uses to create business spreadsheets, organize substantial amounts data, and perform complex computations.
Over the course of her years in the financial industry, Karen has served in a variety of positions including Fund Account, Portfolio Administrator, New Accounts Supervisor and Sales Assistant. She also has served as Operations Officer with a startup Fund of Funds.
Outside of the office, Karen enjoys cooking and baking, tending to her garden, traveling, and spending time with friends and family.
CRN202602-3915699