Senior Operations Specialist

Alicia Carbone, Senior Operations Specialist, handles corporate actions processing, institutional and wrap account administration, and client service. She also provides support for trading, sales, and portfolio management. Alicia joined the firm in 2007, and worked in marketing and operations until she was promoted to her current position in 2012. Alicia received a BA in Psychology with a minor in Mathematics and Women’s Studies from State University of New York, Albany.