ASI Wealth Management

Operations
Bend, Oregon/

Carol has over 25 years of financial services operations experience. She started at Pacific Investment Management Company (PIMCO), where she handled different aspects of investment operations including new account transitions, trade flow operations, account reconciliations, and special projects, and continuing with State Street IMS in the same capacity for PIMCO relationships.

Carol joined ASI as part of the acquired Valentine Ventures team. Carol’s role includes assisting clients with various operational needs, reporting, paperwork, and client service.  She truly enjoys helping clients and getting to know them better.

She graduated from California State University Fullerton with a Bachelor of Business Administration degree in Accounting.  She enjoys spending time with family and friends, traveling, skiing, and enjoying the outdoors.