Carrie joined Trillium in 2019. She has 10 years of experience in wealth management, supporting HNW clients, and managing operations and administration for a team of advisors at Deutsche Bank and Morgan Stanley. Prior to joining Trillium, Carrie was a Career Development Manager at Boston University for the Masters in Mathematical Finance program where she coached students, taught a course, and liaised with the financial services industry.
Carrie received her B.S. in Sports Management at the Isenberg School of Management at UMass Amherst. During her time at UMass, she was a 4-year member and co-captain of the women’s rowing team.