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
Shareholder
Zenfira Holm
Human Resources Manager
Shareholder
David Clark
Operations Associate
Financial Paraplanner Qualified Professional™
José Treviño
Administrative Services Manager
Ryan Jacobs
Operations Associate
Trey Vandiver
IT Manager
Amber Runno
Assistant Administrator
