Navigating a clear course toward your financial security.

Carol A. James
Client Service Specialist

Carol A. James, Portfolio AdministratorAreas of Focus:

Client service
Municipal accounting

 

 

 

Education:

Carol A. James was born and raised in Silver Spring, Maryland. 
She attended the University of Maryland studying Business Education

 


Experience:

Having joined Bearing Point Wealth Partners' predecessor firm in 2000, Carol has 17 years of operations and client service experience which helps ensure that Bearing Point is able to provide the high level of service our clients are accustomed to and can count on. Carol's responsibilities include handling account administration tasks such as maintaining account records, prompt processing of deposit, withdrawal and other client cash management activities, maintaining the firm's portfolio accounting system, handling trading data flows and trade verifications, preparing quarterly portfolio performance reports, and maintaining the company's proprietary municipal trust fund accounting system, TrustTrak. Carol is also a notary public and assists clients when they need notary services.

Prior to moving to NH, Carol worked at the National Institutes of Health in Bethesda, Maryland.  She lives in Hampton, NH, with her husband.

Email your questions to info@bearingpointwealth.com

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