Carolyn Orlik

Retirement Client Service Associate

Carolyn supports the day-to-day needs of retirement plan clients, including trustees and plan participants. Prior to joining the firm, Carolyn was a trust administrator and account manager for 401(k) corporate retirement plans.

She also worked in the nonprofit arena, keeping many balls in the air, including managing volunteers for a performing arts center. Carolyn earned a Bachelor of Arts degree in social science at San Francisco State.

Location

Sausalito, United States

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