Operations
Meet Our Operations Team
Operations is the backbone supporting everything we do. Whether it is the critical daily reconciliation of client accounts, regular reporting of investment activity, or a pleasant greeting when you call, we rely on this team to keep Albion running smoothly.
![Carrie Kerr](/wp-content/uploads/2020/09/Carrie-Kerr.jpg)
Carrie Kerr
Operations Manager
![David Clark](/wp-content/uploads/2020/09/David-Clark.jpg)
David Clark
Operations Associate
Financial Paraplanner Qualified Professional™
![José Treviño](/wp-content/uploads/2022/03/AlbionJoe-8427-scaled.jpg)
José Treviño
Administrative Services Manager
![Ryan Jacobs](/wp-content/uploads/2021/08/RyanAlbion-scaled.jpg)
Ryan Jacobs
Compliance Manager
![Trey Vandiver](/wp-content/uploads/2022/03/AlbionTrey-9900-scaled.jpg)
Trey Vandiver
IT Manager
![Tyani Joseph](/wp-content/uploads/2023/08/TyaniAlbion-2844.jpg)