Carolyn Lazarus

  • Client Service Associate
    917-338-1890
    carolyn@ajwealthllc.com
    Carolyn Lazarus

    Carolyn is a Client Service Associate at AJ Wealth, primarily assisting Vice Presidents, Matt McDonald and Jillian Lam. Carolyn completes a wide range of tasks to help facilitate communication and organization regarding their client interactions and follows up on all action items to support goal completion and drive success. Prior to working at AJ Wealth, Carolyn worked as an Administrative Assistant/Contract Administrator at Intertek, where she provided direct assistance to multiple groups, including quality and legal teams. Carolyn graduated from Millersville University of Pennsylvania in 2011 with a B.A. in Psychology.

Client Resources

Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647
info@ajwealthllc.com

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