Carolyn serves as the Client Service Associate at Optivest. She works closely with Glori to provide operational and administrative assistance directly for Bart’s accounts. Carolyn works enthusiastically and diligently to insure our client experience is as straightforward and accurate as possible. Along with client services, Carolyn also handles Bart’s group medical insurance process and serves as the liaison between clients and medical carriers. Having earned a Bachelor degree in Business Administration with a concentration in Finance at California State University of Fullerton, Carolyn is adeptly suited for this role.
Prior to joining Optivest, Carolyn worked as a New Accounts manager at Centaurus Financial, an independent broker dealer firm. There, she was able to manage a team of 4 in assisting financial advisors in operational and compliance due diligence. She also possesses knowledge of bookkeeping at GBS and Associates where she would assist small business owners in all of financial management—personal and business.
Born and raised in California, Carolyn enjoys traveling to exotic countries to explore the many cultures and eateries these places offer.