Karen brings a wealth of industry experience to the Liberty One team. Entering the Financial Service industry in 2004 as a Trust Officer and Portfolio Manager for a regional bank, Karen’s experience working with end clients allows her to easily relate to an advisor’s day-to-day client interactions. After working within this client-facing environment, Karen made the transition to work for an industry leading third-party asset management platform where she worked alongside hundreds of advisors – helping them scale their advisory business through third-party strategies available on the platform. After eight years helping advisors scale their practice through third-party managers, Karen saw the unique value proposition Liberty One brings to the marketplace and made the decision to bring her experience and skillsets to the Liberty One team in June 2020.