Performance Trust
Carrie serves as Head of Bond Trust™, overseeing the day-to-day of Bond Trust operations. She works with clients to ensure they are accurately accounting for their securities with timely and accurate reports. Prior, Carrie was a CDO/CLO Senior Analyst at US Bank. She graduated from DePaul University with a degree in management and minor in economics.
Performance Trust
Performance Trust Capital Partners offers a wide range of financial advisory and investment banking services for community financial institutions and RIAs.