Operations

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

Carrie Kerr

  • Shareholder
  • Operations Manager
  • Member | Albion Board of Directors
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Wayne Burdick

Wayne Burdick

  • Network Administrator
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David Clark

David Clark

  • Operations Associate
  • Financial Paraplanner Qualified Professional™
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Scott Kellner, MBA

Scott Kellner, MBA

  • Operations Analyst
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Zenfira Holm

Zenfira Holm

  • Shareholder
  • Human Resources Manager
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José Treviño

José Treviño

  • Administrative Services Manager
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Hanna Levitt

Hanna Levitt

  • Assistant Administrator
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