Senior Vice President, Senior Relationship Manager
Carolyn has over 20 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 of Sales at Partners Advantage Insurance Services, National Accounts Manager at Mutual Trust Financial Group (MTFG), and Vice President of MTL Agency, Inc. a subsidiary of MTFG.
Carolyn holds a bachelor’s degree in Business Administration from Columbia College. She received formal certification in insurance from The American College and Fellow Life Management Institute earning her CLU®, ChFC®, ACS®, and FLMI designations. Carolyn is life/health licensed.