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


Operations Manager
Shareholder
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Zenfira Holm

Zenfira Holm


Human Resources Manager
Shareholder
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David Clark

David Clark


Operations Associate
Financial Paraplanner Qualified Professional™
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José Treviño

José Treviño


Administrative Services Manager
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Ryan Jacobs

Ryan Jacobs


Operations Associate
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Trey Vandiver

Trey Vandiver


IT Manager
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Amber Runno

Amber Runno


Assistant Administrator
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Hanna Levitt

Hanna Levitt


Assistant Administrator
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