Operations

Operations & Technology

Meet Our Operations & Technology Team


Operations and Technology is the backbone supporting everything we do. Whether it is the critical daily reconciliation of client accounts, regular reporting of investment activity, or the systems that keep our work connected, we rely on this team to keep Albion running smoothly.

Carrie Kerr

Carrie Kerr


Operations Manager
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Trey Vandiver

Trey Vandiver


IT Manager
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David Clark

David Clark


Operations Associate
Financial Paraplanner Qualified Professionalâ„¢
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Daymian Vajda

Daymian Vajda


Operations Associate
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONALâ„¢
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