Vice President, Senior Relationship Manager
Cari has over 15 years financial services experience in sales development and relationship management. She is responsible for supporting our largest institutional clients and plan sponsors.
Prior to joining Millennium Trust, she held various financial services positions including Vice President/Sr. Sales Asset Management in Private Banking & Investments at the First National Bank of Chicago and Assistant Vice President in Personal Financial & Trust Services at Chicago Title and Trust Company.
Cari holds a bachelor’s degree in Economics from the University of Illinois at Urbana-Champaign. She previously held Certified Financial Planner (CFP®), Series 7, 63 and Real Estate licenses.