Karen is a Senior Manager in the Operations team at SALI Fund Services (SALI), a JTC Group Company, where she joined in 2017.
Before SALI, Karen obtained her BS in Finance from the University of Maryland Global Campus and worked as a Concierge (Operations) Supervisor where she obtained her Chartered Retirement Plans Specialist certification and FINRA Series 7 license for a local Broker-Dealer in Austin, Texas.