Carmen Schuck FPQP®

Client Service Supervisor – Advisor Support Advocate Program
CSchuck@TheBrainTrust.net
770-353-6483

CLIENT VISION

I aim to provide excellent service in a timely manner. I enjoy learning and growing with each new experience. My goal is to alleviate the administrative tasks allowing advisors to focus on servicing their clients.

AREAS OF EXPERTISE

  • Administrative Support
  • Project Management
  • ClientWorks
  • RedTail
  • In-house transition specialist

EDUCATION/CERTIFICATION

  • BB.A Business Management with a Minor in Marketing, Kennesaw State University
  • Joel A. Katz Music and Entertainment Business Certificate, Kennesaw State University
  • Financial Paraplanner Qualified Professional designation, College of Financial Planning

OUTSIDE THE OFFICE

I grew up in Georgia in a house full of Georgia Tech fanatics. I live with my husband, Nick, and our two cats. I enjoy all entertainment, i.e. movies, music, musicals/plays, books, and tv. When I can find the spare time, I also appreciate exercising my more artsy side.