Vice President, Senior Relationship Manager
Karen has more than 30 years of financial services experience in sales and client coverage. She is responsible for supporting our largest institutional clients and plan sponsors.
Prior to joining Millennium Trust, she held various sales/trading positions at several investment banks, including UBS, ABN AMRO, Credit Agricole and BMO Harris.
Karen earned a bachelor’s degree in Agriculture Economics from the University of Illinois at Urbana-Champaign. She previously held the FINRA Series 7 and 3 licenses.