Annie Carroll is currently a Client Operations Associate at Aperio Group. Annie has previous experience working in client services and sales, most notably as the Director of Client Services & EA to Greg O'Donnell at O'Donnell Financial, and as a Financial Consultant at Wells Fargo Advisors. Annie has also held positions at Larkspur Financial Advisors, Parker's Crazy Cookies LLC, PENSCO Trust Company, and Forward Investing.
Annie Carroll has a Bachelor of Arts (B.A.) in Pre Law/ Political Science from the University of Colorado Boulder. Annie also went to The college preparatory school, Glorietta, and Orinda Intermediate School.
They work with Heather Minuk - Client Contracts Associate, Nick Walsh - Client Operations Associate, and Janette Leyden-Hunt - Client Operations Associate. Annie Carroll reports to Jack Lindstrom, Head of Client Operations.
This person is not in the org chart
This person is not in any offices