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
- Shareholder
- Operations Manager
- Member | Albion Board of Directors
Wayne Burdick
- Network Administrator
David Clark
- Operations Associate
- Financial Paraplanner Qualified Professional™
Scott Kellner, MBA
- Operations Analyst
Zenfira Holm
- Shareholder
- Human Resources Manager
José Treviño
- Administrative Services Manager
Hanna Levitt
- Assistant Administrator