As a Client Relationship Manager, Karen works closely with Pinnacle’s most important asset, their clients. Her role is to provide prompt, positive, client experiences by addressing clients’ needs and providing operational and administrative support. For example, Karen assists our clients with all required paperwork so that the process is as quick and painless as possible. Karen also manages account transfers, client cash management requests, and quarterly performance reporting. Karen truly enjoys getting to know our clients on a personal level and they in turn love working with her.
Prior to joining Pinnacle Financial Group in 2012, Karen worked in Chicago with Heitman Real Estate Investment Management in the Public Real Estate Securities group. During her 16 years at Heitman, her responsibilities ranged from client account management, account and trade reconciliation, execution and allocation of trades and assisting in the development of the Operations Group with her most recent title as Assistant Vice-President, Trading Administrator. In this capacity, she was a liaison between clients, brokerage firms, custodians and their global operations team.
Karen has a Bachelor of Science degree in Business Administration from Illinois State University. She and her husband are residents of Western Springs, along with her three beautiful daughters. Her passions include spending time with her family and friends, taking care of her two dogs, traveling, and occasionally finding time to enjoy good food and wine!
Karen can be reached at firstname.lastname@example.org