Carol-Lynn began her career as a Client Service Associate, specializing in custodian new account processing. She later advanced to Senior Service Team lead, where she supported the Service Team Manager in overseeing departmental operations and assisting with team leadership responsibilities. Throughout her tenure as a Service Team Associate, she has handled a wide range of departmental functions, contributing to operational efficiency and client service excellence.
In 2025, Carol-Lynn transitioned into her role as an Operations and Service Team Associate with VestGen, where she continues to support clients and internal teams with a strong focus on accuracy, organization, and service.
