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Carolyn Dumont

Carolyn Dumont

Client Service Associate/Office Manager

Carolyn serves as a Client Service Associate/Office Manager. Carolyn's responsibilities center around the efficient functionality of the office performing all administrative and marketing duties as they relate to our clients, office staff and outside financial institutions. Carolyn's focus is to provide the highest level of customer service and support to all clientele maintaining the confidentiality of all investments. Carolyn is a graduate of Slippery Rock University with a Bachelor of Science degree in Business Administration. Carolyn is a former executive assistant with over 7 years' experience in office management, staff management and customer service. Carolyn employs a high level of professionalism and superior communication skills to meet all client and company needs. Carolyn is a wife and mother of three daughters which she considers her greatest assets. Carolyn enjoys spending her free time with her entire family vacationing at the beach in Charleston South Carolina.