World Financial Group
Carolyn S. has extensive experience in the financial and health sectors, holding various appointed roles since January 2019 at Transamerica, Everest Funeral Concierge, and Nationwide, while serving as a Financial Services Professional at World Financial Group since December 2018. In this capacity, Carolyn S. specializes in financial education, retirement strategies, estate planning, life insurance policy reviews, and long-term care resources. Prior experience includes serving as Patient Advocate Manager at PatientEvolution from May 2017 to August 2020, where Carolyn S. contributed to improving patient recruitment and lifecycle management for clinical trials. Additionally, work as a Patient Central Associate at the Pancreatic Cancer Action Network from March 2015 to April 2017 focused on supporting cancer research and patient services. Earlier, a role as Program Coordinator for the City of Redondo Beach from January 2009 to January 2015 involved public relations and program support. Carolyn S. earned a degree in Health Science, emphasizing Health Promotion and Disease Prevention, from California State University, Fullerton.
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