Carolina Yepez Senior Registered CRMCarolina Yepez is a Senior Client Relationship Manager at Snowden Lane Partners. She is dedicated to all her clients and provides excellent operational and administrative duties to assure a seamless client experience. With over 30 years of financial and account management experience, 18 years at JPMorgan Chase and 12 years at Wells Fargo Advisors, she excels in providing excellent customer service and support as well as supporting the financial advisors on her team. Carolina is fully licensed and versed in all trading and advisory functions. She attended Hunter Community College and studied Business Administration. Carolina volunteers with NJ Cares, a non for profit organization to collect food and coats for the less fortunate. With the help of her family in Dominican Republic she sends clothes, food and personal items to be distributed to people in her hometown of Santo Domingo. Carolina and her husband live in New Jersey with their 3 beautiful daughters. In her spare time, she enjoys going to the beach, trying new cooking recipes, and going for long walks with the newest addition to the family, Stilez - their 5 year old Shih Tzu.
540 Madison Wealth Advisors Group
New York, NY