Carol joined Wills & Trusts in April 2013, having previously worked in a mortgage administration service. She brings to the team a wealth of experience in customer service, administration, reporting and analysis.
With an excellent head for numbers and her outstanding Excel skills, Carol works extremely well with complex analysis and problem solving. She heads up our investment committee and works closely with the investments themselves on a day to day basis, monitoring each fund’s performance and volatility to ensure that we can act as quickly as possible to changes in the market.
She also works continuously on developing our in-house reporting so that we have access to quality data to use in our decision-making processes.