Carrie L. Clerici

Carrie, a lifetime resident of Koppel, Pennsylvania, brings over twenty-four years of experience to our team.

Prior to joining Jumet Financial in 2022, Carrie worked for a large TPA firm as a Trading Specialist, where her responsibilities included monitoring daily trading functions, performing retirement plan duties, and leading all aspects of the company's annual SSAE audit. Over the course of her career, she has 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 earned an Associate of Applied Science degree.