Caroline K.

Caroline K. has a diverse background in the financial industry, with experience spanning roles in accounting, financial assistance, and managerial positions. Beginning with an internship at Nordstrom, Caroline quickly advanced to Assistant Manager of Fragrance and Cosmetics, demonstrating strong leadership skills. Subsequent experience at Fidelity Investments included significant achievements in customer relations, where Caroline ranked in the top percentiles nationally. As a Licensed Financial Assistant at Epstein & Kolacz Financial Advisors, responsibilities included client care and marketing initiatives, followed by a role as a Tax Accountant at Epstein & Company, PC, focusing on financial reporting and internal controls. Caroline served as Accounting Manager at Dale Operating Company and currently holds the position of Controller at Huntleigh USA, while also functioning as Accounting Manager at IQ-EQ, leading client engagements and managing financial services. Caroline holds a Bachelor of Business Administration in Accounting and Finance from the University of North Texas.