Carin joined Strategic Retirement Partners in 2018 as the Relationship Manager, Operations for the Indianapolis, IN and Columbus, OH offices. She assists in facilitating our fulfillment of agreed upon services, completion of client engagement documents, and coordination of meeting material. Carin oversees office management, workflow prioritization and operational planning.
Carin also acts as the Director of Operations. She innovates and executes on the strategic initiatives of the COO and Managing Partner by leading the SRP Operations team, overseeing training and development, and leading the operational components of special projects with the COO.
Carin has over 20 years’ experience in the financial service industry and holds a Business Administration Degree in Finance from Saint Mary’s College, Notre Dame, IN.
Brownies, preferably warm with vanilla ice cream!
Running. I have completed two full marathons, eight half marathons and many shorter races.
Order. My label maker is one of my favorite things! Everything must be in its rightful place.