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
Read Bio
Zenfira Holm

Zenfira Holm

  • Shareholder
  • Human Resources Manager
Read Bio
David Clark

David Clark

  • Operations Associate
  • Financial Paraplanner Qualified Professional™
Read Bio
José Treviño

José Treviño

  • Administrative Services Manager
Read Bio
Ryan Jacobs

Ryan Jacobs

  • Operations Associate
Read Bio
Trey Vandiver

Trey Vandiver

  • IT Manager
Read Bio
Amber Runno

Amber Runno

  • Assistant Administrator
Read Bio
Hanna Levitt

Hanna Levitt

  • Assistant Adminstrator
Read Bio