Carrie Maerz

Carrie Maerz has an extensive work history which includes roles in compliance and customer service. Carrie most recently served as the Chief Compliance Officer at The Partners Group starting in February 2023. Prior to that, they were the Director of Compliance at Trellis Advisors from September 2022 to February 2023. From October 2017 to September 2022, they worked as a Compliance Officer at M Holdings Securities, Inc. Before that, they held a role as a Financial Principal/Administrative Operations at a financial services company from February 2012 to October 2017. Additionally, they have experience in customer service, having worked at Best Buy from June 2011 to February 2012 and at Netflix as a Customer Service Representative in 2010.

Carrie Maerz earned a Bachelor of Arts (B.A.) degree in English Literature from Pacific University, completing their studies from 2007 to 2011. In addition to their degree, Carrie has also acquired various certifications in the financial industry, including Series 4, Series 6, Series 63, Series 26, Series 51, Series 7, Series 66, and Series 24. The specific dates of obtaining these certifications are not provided.