Caroline Martinez

Caroline Martinez has worked in the financial services industry since 1998. Caroline began their career as a Bank Teller at Scotiabank in 1998. In 2002, they moved to SouthTrust Bank as a Compliance Officer and Assistant Manager. In 2008, they joined MidAmerica Administrative & Retirement Solutions as a Manager of Retirement Plan Distributions. Caroline was later promoted to Retirement Plans Team Lead/Supervisor/Operations and Senior Retirement Plans Account Manager, where they were responsible for providing direct support to a team of employees, ensuring service standards for client satisfaction and retention, and managing projects and IRS audits. In 2021, they joined July Business Services as a Retirement Plan Manager.

Caroline Martinez graduated from Polk State College in 2013 with a Bachelor of Applied Science (B.A.Sc.) in Business Administration and Management, General. Caroline also holds a Series 215 License from the Financial Industry Regulatory Authority (FINRA).