Carissa K. Turnell

Senior Manager, OCTO at F2 Strategy

Carissa Turnell is a senior manager on F2 Strategy’s OCTO team where she focuses on optimizing operations processes and procedures that enable efficiency and scalability for their clients. Carissa has spent most of her career in the Multi Family Office, Single Family Office and RIA space. She has developed operations and technology teams and built up capabilities that enable wealth management firms to increase accuracy and efficiency in order to be scalable for growth. She keeps a close eye on WealthTech vendors’ innovations to help firms choose the right tech stack for their individual needs. Carissa lives in St. Louis.

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Timeline

  • Senior Manager, OCTO

    Current role