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
Operations Manager
David Clark
Operations Associate
Financial Paraplanner Qualified Professional™
José Treviño
Administrative Services Manager
Ryan Jacobs
Compliance Manager
Trey Vandiver
IT Manager
