Carolyn Burgin, MBA, is a Financial Planner with experience at companies such as Apogee Financial Partners, MassMutual Perimeter, and AXA Advisors, LLC. Prior to their financial planning roles, Carolyn served as the Managing Owner/Director of IONA Fine Art & Design Gallery and as Vice President and Manager of Strategic Planning/Credit Card Operations at HSBC Bank USA, NA. Carolyn holds a Master of Business Administration in Finance from Canisius University and a Bachelor of Science in Accounting and Business/Management from State University of New York College at Buffalo.
April, 2021 - present