Client Service Associate
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.