Carrie L. Clerici
Compliance & Operations Assoc./Office Manager
Carrie, a lifetime resident of Koppel, Pennsylvania, adds over 24 years of experience to our team.
Prior to joining Jumet Financial in 2022, Carrie worked for a large TPA firm as a Trading Specialist. Her resposibilities included monitoring daily trading functions, performing plan retirement duties, and was the lead for all aspects of the company's annual SSAE Audit. Over the span of her career, she served in a variety of capacities, including Administrative Assistant, Retirement Plan Consultant, Operations, Project Management, and Implementations.
Carrie attended the Community College of Beaver County where she received her Associate Degree in Applied Science.