Karen has a diverse financial services career, with exposure to retail brokerage, benefits and investment solutions, trade support and portfolio administration. She takes a business analyst approach to financial operations with the end goal of elevating the client experience. She has spent the latter part of her career as an Assistant Vice President with a large RIA working in overlay management optimizing trading and operations workflow for separately and unified managed accounts.
Karen excels at identifying barriers to success and scalable solutions. She holds a B.A. in Psychology from Trinity College and M.A. in Counseling Psychology from Fairleigh Dickinson University and would like to apply her education in this industry in the realm of behavioral economics.
Senior Financial Planner
Client Services Associate
Advisor
Financial Consultant
Financial Advisor
Client Services Manager
Investment Operations Manager
Financial Advisor, Managing Director
Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.
Contact Us
ksamuels@journeysw.com 
(201) 834-9616 