Carrie Money

Carrie Money is an experienced compliance professional currently serving as Compliance Manager - Insurance at Advisors Excel since January 2020. In this role, Carrie acts as the primary contact for insurance agents and carriers, addressing insurance regulations and compliance-related topics. Prior to this position, Carrie held various roles including Suitability Consultant, Executive Assistant to the Chief Financial Officer at Security Benefit, and Business Analyst at Se2. Carrie also has extensive experience with annuity suitability analysis from previous positions at Security Benefit and Aviva plc. Carrie holds a Bachelor of Business Administration degree from Baker University.