Aperio Group
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.
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Aperio Group
Aperio (now part of BlackRock) is a $40 billion investment manager working primarily with ultra-high-net-worth investors, usually through their wealth managers, and with institutional investors. We design and manage customized portfolios that deliver pre-tax performance of indexing with client-specific customizations, including active tax management and active risk reduction.