Carrie Faulkner

Carrie Faulkner has a strong background in client service and operations, with experience in various financial institutions. Carrie is currently working as a Senior Client Service Associate in Personal CFO Services at Corient since May 2023. Prior to that, they worked at CI Columbia Pacific Private Wealth as a Senior Client Service Associate from October 2021 to May 2023. Carrie also had a role as a Senior Client Service Associate in Family Office Services at Seattle Bank from May 2021 to October 2021. Before that, they gained experience as a Client Service Specialist at Mercer Advisors from November 2020 to April 2021. Additionally, they worked as a Client Advisory Associate at Whittier Trust Company from May 2019 to May 2020 and as an Operations Manager at BridgeCare from May 2018 to April 2019. Carrie's early career includes a leadership position as the Director of Investor Services at Rainier Investment Management from 2002 to 2013, where they oversaw investor services and ensured compliance with industry regulations.

Carrie Faulkner holds a Bachelor of Arts degree in Political Science from the University of Wisconsin-Madison. The specific dates of their attendance and graduation are not provided.